You have goals for your family, your future, and the life you are building. This assessment asks what could happen to those goals if an illness, death, accident, lawsuit, or major loss changed your circumstances.
We will ask what protection you have, what you know about it, and how your household would handle the costs that remain. You do not need every answer today. "I'm not sure" is useful because it tells us what to check before a loss occurs.
Please answer from what you know now. Approximate amounts are welcome when marked as estimates. You do not need to search for documents or upload a policy to finish. You can save your progress, skip sensitive details for a private conversation, and return later.
The goal is not to prove that you need more insurance. It is to recognize what is already working, identify assumptions, and decide what deserves a closer look.
"I understand that this is an educational financial-planning assessment, not an insurance application, coverage decision, or guarantee of protection. I understand how Financial Legacy Builders will use my responses under the privacy notice provided."
If you prefer not to agree, you can close this page. An advisor-assisted alternative is available.
"I authorize Financial Legacy Builders to share the assessment information and documents I select with Financial Legacy Insurance for an insurance-planning review. I understand that Financial Legacy Insurance is an affiliated insurance business and that I may instead work with my existing insurance professional."
Permission to review is not marketing consent, an insurance application, authorization to replace a policy, or authority to access another adult's private information. The affiliation and compensation disclosure will be shown here once approved.
Enter your details so your advisor can prepare for Meeting 5.
Your answers show what you understand about your current protection and which questions deserve a closer look. Uncertain details are items to verify, not proof that you are uninsured. We will focus on the issues most important to your household.
Estado de cada respuesta y decisiones de routing. La Fase 2 agrega PG03–PG20 y esta vista se reemplaza por el Protection Gap Map.