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Weedin 360: Personal
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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.)
1
5
10
Clear
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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.)
Yes
No
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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.)
Yes
No
Not Sure
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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.)
Yes
No
Not Sure
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6.
How often do you review your insurance policies to ensure adequate coverage for your current life situation?
(Required.)
Annually
Every Few Years
Only After a Major Event
Rarely
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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.)
Yes
No
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8.
Do you have a plan in place to navigate emotional or psychological challenges during a family crisis?
(Required.)
Yes
No
Not Sure
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9.
Have you faced challenges in navigating insurance claims or other emergency processes in the past?
(Required.)
Yes
No
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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
Clear
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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.)
Yes
No
Maybe
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13.
Your Contact Info
(Required.)
Name
Email Address
Phone Number
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