What’s your top financial concern right now?
Outliving my savings or retirement income
Market volatility and losing money
Being unprepared for a serious illness
Missing out on tax-saving strategies
Protecting my home and legacy
Are you currently a homeowner?
Yes
No
Do you currently have life insurance with living benefits that pay out if you become critically or chronically ill?
Yes
No, but I’ve heard of it
No, I didn’t know that was possible
How would you describe your risk tolerance?
I don’t want any risk – I want guarantees
I’m cautious but open to growth
I’m comfortable with market ups and downs
How important are tax advantages in your financial strategy?
Extremely important – I want to minimize taxes
Somewhat important – I’d like to reduce taxes if possible
Not a priority for me
How soon would you like to start protecting and growing your money?
ASAP – I’m ready to act now
Just exploring for now the next 6 months
Just exploring for now
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