“See If Our Living Benefits Life Insurance Is a Fit For You”

“Answer a few quick questions so we can check if our plans match your goals and budget.”

Life Insurance Assessment

First Name *

Last Name *

Phone Number *

Email *

1. What’s your main reason for checking out Indexed Universal Life (IUL)? *

🛡️ Life insurance + long-term protection

📈 Growing money safely (market-linked, no direct losses)

🏦 Retirement or tax-free income planning

🤔 Just curious / still learning

2. How familiar are you with IUL already? *

✅ I understand it and want options

👀 I know the basics but need guidance

🧠 I’ve heard of it but not sure how it works

❌ First time hearing about this

3. Which best describes your current financial planning mindset? *

🚀 I’m actively looking for a long-term wealth strategy

🤝 I’m considering improving my financial setup

😐 I’m thinking about it but not taking action yet

❄️ I’m not focused on financial planning right now

4. How important is having both protection and growth in one plan? *

🔥 Very important — that’s exactly what I want

👀 Somewhat important — I’m open to learning

😐 Neutral — I haven’t thought much about it

❌ Not a priority for me

5. What level of monthly contribution feels realistic for you? *

💵$200 or more

💳$100 – $199

💰$50 – $99

🤷Not sure yet

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