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Let's Design Your Private Banking System!
13
Questions
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1
Basic Info
First Name
Last Name
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2
Email
example@example.com
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3
Phone Number
Please enter a valid phone number.
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4
Type of Investor
Your Investment Strategy
Flipper
Single Family Portfolio Owner
MultiFamily Property Owner
All Three
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5
Estimated Monthly Rental Income
Used to calculate recurring premium funding
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6
Estimated Lump Sum Available to Fund Policy
if from flip or reserves
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7
Expected Use of Funds
Choose all that apply
Flips
Buy-and-Hold
Down Payments
Business Capital
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8
Birthdate
Needed to generate a personalized illustration for your policy
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9
State of Residence
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10
Gender
Male
Female
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11
Tobacco Use
Non-Smoker
Smoker
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12
Do Your Currently Have Life Insurance?
YES
NO
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13
Desired Access to Funds
(e.g. “ASAP”, “Within 3 months”, etc.)
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