Life Insurance Questionnaire
To help us serve you better, please take a little time to tell us about yourself and the financial solutions you are interested in addressing.
If you have any questions call Matthew Richey 253-569-1495
First and last name
What is your gender?
When were you born?
What does your current financial situation look like?
I'm in a good place.
I'm in a decent place, but worry about the short-run or long-term
Do a lot of people depend on you?
Yes, and I'd like to be able to take care of them if need be
They do now, but it's not long-term situation.
Yes, and I'm not sure what to do about the long-term if something were to happen to me.
No one depends on me.
When you think of the future. Is there a specific period of time you’re worried about financially?
Not necessarily. I want something that will be there whenever we need
I worry about if something were to happen to me when my kids are young
I'm not sure. That's tough to think about.
How much risk are you willing to take with your money?
I'm happy to take risks often, but hope for high returns
I play safe, if I can.
I take risks sometimes. It depends on the situation.
What type of saver are you?
I like to set it and forget it. I auto pay those types of things.
I'll put money away if I have it, and spend if I needed.
I do a mixed of things, savings, investing, etc.
Do you own or rent your home?
What is your desired policy length?
How much coverage would you like?
$10,000 - $50,000
$50,000 - $150,000
When would you like coverage to start?
State of residence and what city do you live in?
Send me a copy of my responses.
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