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Legacy Protection Discovery Assessment
Complete the contact information, identify your best-fit profile, answer any section that appears for you, and choose your consultation preferences.
Page 1 – Contact Information
Name
*
First Name
Last Name
Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
How did we meet?
Who referred you?
Pastor/Clergy Section
Does your ministry currently have a succession plan?
*
Yes
No
Unsure
If something happened to the Senior Pastor, would there be a continuity plan?
*
Yes
No
Unsure
Which area interests you most?
Ministry Continuity
Leadership Succession
Pastor & Family Protection
Staff Benefits
Healthcare Solutions
Retirement Readiness
Stewardship Planning
Legacy Preservation
Business Owner Section
Do you currently have employees?
*
Yes
No
Have you reviewed your business continuity strategy within the last 3 years?
*
Yes
No
Unsure
Which area interests you most?
Business Continuity
Succession Planning
Key Person Protection
Employee Benefits
Executive Retention
Retirement Planning
Tax-Efficient Strategies
Legacy Preservation
Family Section
Do you currently have life insurance?
*
Yes
No
Do you currently have a Will or Trust?
*
Yes
No
Which area interests you most?
Family Protection
Retirement Planning
Estate Planning
Healthcare Solutions
Legacy Preservation
Veteran Section
Are you currently using VA Healthcare Benefits?
*
Yes
No
Would you like information regarding supplemental healthcare solutions?
*
Yes
No
Which area interests you most?
Healthcare Solutions
Family Protection
Retirement Planning
Estate Planning
Legacy Preservation
Final Section
Preferred Consultation Type
*
Telephone
Zoom
In Person
Preferred Time
*
Morning
Afternoon
Evening
Additional Comments
Submit
Should be Empty: