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Family at a Beach
What’s your primary goal for getting a whole life insurance policy?
Financial security for family
Long-term savings growth
Estate planning and legacy
Not sure yet
How much monthly premium are you comfortable with?
Under $100
$100 - $250
$250 - $500
Over $500
Do you have specific benefits in mind that are most important to you?
Cash value accumulation
Guaranteed death benefit
Dividend potential
Unsure / open to guidance
What’s your current coverage preference for each family member?
Only main income earner
Both parents
All family members
Undecided
How soon are you looking to secure a policy?
Immediately
Within the next month
3-6 months
Just exploring options

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