Insurance Needs and Objectives Quiz

1

Name

First Name

Last Name

2

What type of insurance would you like us to consider?

Income replacement

Trauma/Critical illness

TPD/Permanent Disability

Life

3

If you are unable to work because of a prolonged sickness or injury, could you:

Pay for medical treatment in relation to sickness or injury?

Continue to maintain your current standard of living?

Continue to meet loan repayments (or pay off debts)?

None of the above.

4

If you have ticked any of the above, how long could you do this?

5

If you were to become totally and permanently disabled, could you:

Fund related medical costs?

Fund lifestyle or home alterations?

Provide for your children's education?

Provide an ongoing income stream?

None of the above

6

In the event of death, could your estate:

Pay out all existing debts and liabilities?

Provide for your children's education?

Fund funeral costs?

Provide an ongoing income stream for your family/partner?

None of the above

7

What current measures do you have in place?

Sick leave

Long service leave

Annual leave

Cash reserves (savings)

Investment income/Income from other sources

Funeral/Insurance bond

Current superannuation balance

Some existing insurance

8

If you have ticked any of the current measures, please provide some details.