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How Protected Is Your Family?
Take this free 2-minute assessment to identify potential gaps in your family's financial protection plan.
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1
Do you currently have life insurance?
Yes
I have it through an employer
No
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2
If something happened to you, would your current coverage pay off your mortgage and provide financial support for your family?
Yes
Not Sure
No
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3
Do you have an emergency fund with at least 3 months of expenses saved?
Yes
Working on it
No
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4
Have you reviewed your life insurance coverage or beneficiaries within the last 3 years?
Yes
Not Sure
No
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5
Do you have a will or estate plan?
Yes
In Progess
No
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6
How confident are you that your family could maintain their current lifestyle if your income disappeared tomorrow?
Very Confident
Somewhat Confident
Not At All
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7
Contact Information
*
This field is required.
So we know where to send your free Family Protection Toolkit. Your score will be on the next page!
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8
Family Protection Score
80–100--Strong Foundation You've taken important steps to protect your family. A periodic review can help ensure your plan stays current. 50–79--Room for Improvement You have some protections in place, but there may be opportunities to strengthen your family's financial safety net. Below 50--Priority Areas Identified Your responses suggest there may be important gaps worth reviewing to help better protect your loved ones.
Click submit to receive your free Family Protection Toolkit through email!
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