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Insurance Advisor

Welcome to your life insurance checkup!

Spend a quick minute answering a few short questions about life insurance plans and needs to determine the state of your life insurance wellbeing.

If you also complete the health, auto and home sections you will get a great snapshot of your insurance portfolio.

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All the information you provide for this checkup will be kept confidential. We will not ask you for any information that can be used to contact you unless you request a quote.

First, let’s get some general information

Enter valid zip code.
Age should be in between 18-100 years.

What kind of life insurance do you have?

(Select all that apply)
  • I don't have a life insurance policy
Select atleast one option.

Have you informed your beneficiaries (or your named guardian for minors) of your life insurance policy information?

Would your current life insurance payout amount cover the following? Select all that apply:

  • Final expenses
  • Remaining mortgage
  • Total amount to leave for children's education costs.
  • Total of debts where partner or spouse has co-signed. (e.g. auto, school, credit cards)
  • Total amount that you want to gift to a beneficiary.
  • An annual income that would be needed by your spouse/dependents to maintain their standard of living.
Select atleast one option.

If have children, does your spouse (partner or child's other parent if not together) have life insurance?

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Life insurance
Did you know that 1 in 4 Americans don’t think they can afford life insurance?