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- Preferred method of contact*
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- Who are you building your life with or helping support?*
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- What have you worked hardest to build or protect?*
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- Do you own your home?*
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- Who or what would be affected most if your income suddenly stopped?
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- How important is your income to maintaining your household?
- If your income stopped today, how long could your household maintain its current expenses using available savings?
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- What are you currently counting on to help protect your family or future?
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- How confident are you that you understand what your current policies, benefits and accounts are designed to do?
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- Do you currently have any life insurance?*
- Where does your life insurance come from?
- About how much are you currently paying for life insurance each month?
- If you later decided additional protection made sense for you, what monthly amount would you feel comfortable working within?
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- Approximately how much life insurance do you believe you have altogether?
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- When you think about the next 10–20 years, what matters most to you?
- Which THREE are most important to you?
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- Which situations concern you most when you think about protecting the life you’ve built?*
- Which ONE of these do you feel least prepared for?
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- When you think about what you eventually leave behind, what matters most?*
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- Should be Empty: