Aside from yourself, does anyone depend on you financially? *

Yes, I'm the main provider.

Yes, but I only share what I can.

No, but I give voluntarily.

No, I only support myself.

If you were suddenly unable to work for 6 months, how long could your savings support you? *

Less than 1 month

1–3 months

3–6 months

More than 6 months

If a major illness hit today — costing around ₱1,000,000 — where would you get the money? *

Personal savings

PhilHealth / government benefits

Company HMO or insurance

I have personal insurance

I'd need to borrow or raise donations

Which of these do you currently have? *

Personal life or health insurance

Company-provided HMO

Government benefits (SSS, PhilHealth, Pag-IBIG)

Personal investments (stocks, mutual funds, VUL)

None of the above

Do you have any financial obligations that would still exist even after you're gone? (loans, mortgage, shared debts) *

Yes, significant obligations.

Yes, but manageable.

No obligations.

What is your biggest financial concern right now? *

Protecting my income and family

Growing my savings and investments

Preparing for retirement

Leaving a legacy for my family

All of the above

What made you take this Financial Readiness Assessment today? *

I want to finally get protected.

I'm comparing plans right now.

I'm reviewing my existing coverage.

Just learning how it all works.

When you find the right plan for you, what's your timeline for getting it in place? *

As soon as possible

Within the next 3 months

Within this year

Just researching for now

How much are your average monthly living expenses *

Below ₱10,000/month

₱10,000 – ₱25,000/month

₱25,000 – ₱50,000/month

₱50,000 – ₱100,000/month

Above ₱100,000/month

For how many more years will your dependents need your financial support? *

Less than 5 years

5 – 10 years

10 – 20 years

More than 20 years

Not applicable — no dependents

If you have personal insurance, which benefits does it currently include? *

Life Insurance (Death Benefit)

Critical Illness Cover

Disability & Accident Cover

I don't remember the details

Not applicable — I don't have personal insurance

You're almost done! 🎉

Where do I send your report?

First Name *

Last Name *

Date of birth *

Email *

Phone *

I have read and agree to the Privacy Policy and consent to the collection and use of my personal data for processing the report I'm requesting, along with its corresponding consultation and follow-ups.