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5
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1
Where are you in your life journey right now?
Recently Transitioned from Military
Growing My Family
Buying or Owning a Home
Running a Business
Planning for Retirement & Legacy
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2
What keeps you up at night?
What happens to my family if something happens to me?
Losing my home or not being able to afford one
Not having enough money in retirement
My business failing or not being protected
Not leaving a legacy for my children
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3
What protection do you currently have?
I have life insurance through the military (SGLI/VGLI)
I have some life insurance but not sure if it's enough
I have business insurance but no personal coverage
I have nothing or very little coverage
I have good coverage but want to add estate planning
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4
What can you invest monthly to protect what matters most?
$27-$97/month (Essential protection)
$97-$197/month (Solid foundation)
$197-$397/month (Comprehensive coverage)
$397-$597/month (Premium protection)
$597+/month (Complete peace of mind)
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5
What's most important to you right now?
Protecting my family's financial future
Using my VA benefits to buy a home
Planning for a comfortable retirement
Protecting my business and employees
Creating a lasting legacy through faith and stewardship
Getting free notary services and legal documents
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