Personal Liability Assessment

Personal Liability Assessment

Fill out the questions below for a personalized liability assessment. Click next when you are finished and you will get an INSTANT Assessment.
Name*

First NameLast Name
Email*
example@example.com
Phone Number*

Area CodePhone Number
Date of Birth

MonthDayYear

Real Estate
Do you own a home?*

YesNo
What is the current market price of your home?
Estimated Market Price. Numerical values only.
What is the approximate balance remaining on your mortgage?
Estimated Market Price. Numerical values only.
Do you own any rental properties?*

YesNo
What is the total market value of your rental properties?
Estimated Market Price. Numerical values only.
What is the approximate balance remaining on your rental property loans?
Estimated Market Price. Numerical values only.

Personal Property
Do you have equity in any of the following? Please select ALL that apply.*

AutosBoats/Recreational Vehicles (ATV/UTV)JewelryCollectiblesNone
How many vehicles do you own?
Number of vehicles you own.
What is the approximate amount of equity you have in all of your vehicles? (total)
Market Price minus outstanding loan amount
What is the approximate amount of equity you have in your boats/ATV/UTV?
Market Price minus outstanding loan amount
What is the approximate value of your jewelry?
Market Price minus outstanding loan amount
What is the approximate value of your collectibles?
Market Price minus outstanding loan amount

Retirement
Please select any of the following Retirement/Savings accounts that apply to you.*

401kIRACollege SavingsCash Value Life InsuranceOtherNone
What is the approximate value of your 401K?
Numerical values only.
What is the approximate value of your IRA?
Numerical values only.
What is the approximate value of your College Savings plan?
Numerical values only.
What is the approximate value of the cash accrued in your life insurance policy?
Numerical values only.
What is the approximate value of your "OTHER" assets?
Numerical values only.
Total Assets at Risk
Should be Empty: