Take an Assessment

Life Insurance Acquisition

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Please rate your last significant life insurance transaction from 1 to 5 (1 being low, 5 being high)

Broker conflicts of interest were clearly identified upfront

The insurance advisor followed a clear fiduciary process

There was complete transparency of policy fees and charges

It was easy to compare the cost and risk of different policy types and carriers

We have experienced a robust post-sale service

The acquisition process was well aligned with our goals and family values

The insurance agent worked collaboratively with our advisory team

Our overall experience

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Clarity and Confidence

Confidence Index

How confident are you? Please rate each question by your level of confidence with a number from 1 to 10. 1 would mean little or no confidence and 10 would mean very high confidence.

Importance Index

How important is this to you? Please rate each question with a number from 1 to 10. 1 would mean this is of no importance and 10 would mean it is extremely important to you.

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1. I could give you a close estimate of the amount of our net worth.

2. I could explain our estate plan in general terms to our family if I wanted to.

3. I understand the roles and responsibilities of all our professional advisors.

4. I know how much of our wealth goes to taxes and fees upon our death.

5. I know the source(s) of our income both now and upon the death of my spouse.

6. I know how much money we need to be independent and financially secure for the rest of our lives.

7. I know how much of our wealth goes to our heirs upon our deaths.

8. I have carefully considered the amount of wealth our heirs will receive and feel we have determined the exact right amounts.

9. I know where all our important legal, tax, and financial documents are stored.

10. I am familiar with all the charities we support and know how much of our wealth goes to charity upon our death.

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