Registration

First Name

Last Name

Email *

Phone *

I know exactly how much I pay in investment fees every year.

I'm very confident

I know some

I don't know anything

I have a plan in place for long-term care or critical illness.

100% Good to Go

I have some plan

I don't have anything

My assets will avoid probate if I pass away unexpectedly.

Yes - I'm Prepared and Protected

Some Assets are Protected

I don't have any protection

I contribute to tax-advantaged accounts (Roth IRA, IUL, etc.).

Contribute To 2 Or More Accounts

Contribute To At Least 1 Account

I Have No Contribution

I have a strategy in place to reduce taxes in retirement.

Yes, I Have A Plan

I Have Some Plan

I Have No Plan

My income is protected if I become disabled or critically ill.

100% Protected

50% Protected

No Protection

I’ve reviewed my Social Security plan to maximize benefits.

100% Reviewed

50% Reviewed

I Have Not Reviewed

I understand how inflation could affect my future cost of living. *

Yes! 100%

50% Knowledge

I Have No Knowledge

I have an updated will and/or trust. *

Yes

No

I Don't Have A Will or Trust

I regularly review my financial plan with a licensed advisor. *

Yes

No

I Don't Have A Licensed Advisor

Mini Quiz:

What's Your Wealth Protection Score?