Protection Snapshot™

1

If something serious happened tomorrow, would your health coverage actually protect you?* This field is required.

Confident

Somewhat Prepared

Unsure

Needs Attention

2

Could your household absorb a large medical bill without serious stress?* This field is required.

Confident

Somewhat Prepared

Unsure

Needs Attention

3

Would your household income stay intact if you were out for several months?* This field is required.

Confident

Somewhat Prepared

Unsure

Needs Attention

4

Have you and your family discussed how a health event, recovery period, disability, or extended care need could affect your household?* This field is required.

Confident

Somewhat Prepared

Unsure

Needs Attention

5

Would a long recovery create serious financial pressure on your household?* This field is required.

Confident

Somewhat Prepared

Unsure

Needs Attention

6

Have you and your family talked about what happens if extended care becomes necessary?* This field is required.

Confident

Somewhat Prepared

Unsure

Needs Attention

7

Has anyone helped you review your protection picture as your life has changed?* This field is required.

Confident

Somewhat Prepared

Unsure

Needs Attention

8

Protection Score: {calculation} /21

9

Calculation

10

Protection Score Total

11

Top Pressure Area 1

12

Top Pressure Area 2

13

Strong Foundation

Your answers suggest that you have many important pieces in place. That's a strong starting point.

The next question isn't necessarily whether you need more protection. It's whether what you already have still fits your life, your family, and the changes ahead.

Your next step: Review the areas you marked “Unsure” or “Needs Attention” and confirm that your current strategy will still work if your circumstances change.

14

Generally Prepared

Your answers suggest that you have several important pieces in place, along with a few areas that may deserve a closer look.

Changes in health, income, family responsibilities, caregiving, or retirement can expose gaps that aren't obvious today.

Your next step: Identify the one or two areas you marked “Unsure” or “Needs Attention” that could create the greatest pressure on your household.

15

Potential Pressure Points

Your answers suggest that you have some important pieces in place, along with several areas that may deserve a closer look.

That doesn't necessarily mean you need more coverage. It means there may be areas where a change in health, income, caregiving responsibilities, retirement, or another life event could put pressure on your current strategy.

Your next step: Start with the area that could have the greatest financial or family impact if something changed unexpectedly.

16

Needs a Closer Look

Your answers suggest that several areas may be uncertain or haven't yet been addressed.

That doesn't mean everything needs to change. It means identifying which issues could put the greatest pressure on your household and deciding which ones deserve attention first.

Your next step: Don't try to solve everything at once. Identify the one area where greater clarity would give you the most confidence.

17

Based on Your Results, Which Area Would You Most Like to Better Understand?* This field is required.

Healthcare Coverage

Unexpected Medical Costs

Income Protection

Family/Caregiver Planning

Extended Care & Aging-in-Place Planning

Medicare & Retirement Transitions

Overall Household Protection Strategy

I'm not sure where to start

18

Would You Like Help Understanding Your Results?If you'd like help reviewing your Protection Snapshot and identifying which areas may deserve a closer look, you can request a follow-up. There's no obligation to purchase anything.

Yes, I’d like follow-up

No thanks, I’m good for now

19

How Would You Prefer I Contact You?* This field is required.

Email

Text Message

Phone Call

20

First Name* This field is required.

21

Email Address* This field is required.

example@example.com

22

Mobile Phone Number

Please enter a valid phone number.

23

For reference only.