Insurance Broker Quiz

1
This year, you’re aiming to feel more confident about your financial future. Which best describes how you see yourself?
You see yourself building a secure financial safety net for your loved ones.
You feel proud knowing you’re moving towards greater financial stability.
You’re excited about protecting what you’ve worked so hard to achieve.
You’re optimistic that with the right guidance, you can protect your home, health, and wealth.
2
When thinking about the future, you look forward to...
Ensuring your family can thrive no matter what happens.
Enjoying peace of mind knowing you’re properly covered.
Saving time, money, and stress by having the right policies in place.
Feeling supported by an expert who truly understands your needs.
3
Right now, when it comes to your insurance coverage (like life, home, or health), you would say...
You think it might be fine, but you’re not entirely sure if it’s up-to-date.
You sometimes wonder if you have the right policy amounts or terms.
You occasionally check your policies, but you’re unsure if they fully match your current lifestyle.
You know you should revisit your coverage, but it hasn’t been a top priority yet.
4
As of now, choosing insurance feels like...
Sometimes confusing, with so many options out there.
Occasionally overwhelming—policies and fine print can be tricky.
A task you’ve put off, even though you know it’s important.
Something you’d do if you had personalized guidance.
5
In the past few years, I’ve updated or reviewed my insurance coverage...
Once or twice, but I’m not sure I caught everything I need.
Rarely, I keep meaning to but something always comes up.
I checked it a while ago, but life’s changed since then.
I’m not sure I’ve done a thorough review at all.
6
I’m concerned that...
I might be paying for coverage I don’t really need.
I’m underinsured, leaving my family or assets at risk.
I wouldn’t know where to turn if a serious claim ever arose.
I’m missing key policies that could protect me from financial setbacks.
7
When it comes to protecting my home, health, or family’s future...
I feel uneasy, because I’m not sure if what I have is truly adequate.
I’m worried that I’ll face a big expense that won’t be covered.
I fear that I’ll only discover my policy’s limitations after it’s too late.
I often feel I should have acted sooner, before a crisis hits.
8
What would I like instead?
A clear, personalized plan that ensures my loved ones and assets are fully protected.
Expert guidance that simplifies the insurance process and helps me pick the best options.
Confidence, knowing I’ve eliminated coverage gaps and future surprises.
A straightforward way to update or secure the coverage I need starting right now.
9
Where should we send your personalized coverage summary?Note: We’ll only use your email to deliver your results and helpful information.
example@example.com
10
Name (First & Last)Tell us who we’re helping protect.
First Name
Last Name
11
Phone Number (optional)If you’d like, share a number so we can help you faster or give you a quick call if we find something special.
Please enter a valid phone number.
Should be Empty: