First Name

Last Name

Email *

Phone *

What’s Your Primary Reason for Exploring This Insurance Solution?

A. Protecting family wealth and legacy

B. Reducing tax burden efficiently

C. Avoiding probate delays for loved ones

D. Ensuring flexible, business-funded coverage

E. Customizing a policy for unique family/business needs

Have You Explored Legacy Protection Solutions Before?

A. Yes, but not satisfied with current options

B. Yes, but need a more tailored solution

C. No, this is my first exploration

D. No, but interested in a tax-efficient approach

What is most important to you in a financial protection solution?

A. Immediate and robust legacy protection.

B. Long-term tax savings and efficiency

C. Customized solutions for specific family/business needs.

D. Learning more before deciding on next steps.

How soon are you looking to put a legacy protection strategy in place?

A. Immediately—I'm ready to start now.

B. Within the next month.

C. In the next 3–6 months.

D. I’m just exploring options right now.

“If You Could Solve One Challenge in Protecting Your Wealth and Legacy Right Now, What Would It Be?”

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