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1. How confident are you in your current ability to handle unexpected emergencies (e.g., natural disasters, accidents, financial crises)? (Scale: 1 - Not confident, 10 - Very confident) (Required.)

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2. Why did you give that rating? (Required.)

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3. Do you have a first point of contact in the event of a personal emergency or critical situation? (Required.)

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4. Do you have a central place where all your key documents (wills, trusts, insurance policies, etc.) are securely stored and easily accessible to trusted family members? (Required.)

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5. If you were unavailable, would your loved ones know who to contact to handle your financial or insurance matters? (Required.)

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6. How often do you review your insurance policies to ensure adequate coverage for your current life situation? (Required.)

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7. Have you experienced a significant life transition in the last five years (e.g., retirement, inheritance, selling/buying property, new child, divorce, death of a family member)? (Required.)

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8. Do you have a plan in place to navigate emotional or psychological challenges during a family crisis? (Required.)

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9. Have you faced challenges in navigating insurance claims or other emergency processes in the past? (Required.)

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10. How important is peace of mind to you when it comes to your family’s future and wealth management?

(Scale: 1 - Not important, 10 - Extremely important) (Required.)

1 5 10
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i We adjusted the number you entered based on the slider’s scale.

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11. Why Did You Give This Rating? (Required.)

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12. Would you be interested in a dedicated advisor who simplifies the process of emergency management and risk mitigation for you and your family? (Required.)

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13. Your Contact Info (Required.)

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