How relevant and necessary do you find life insurance policies to secure your family's financial future?
Essential Important Helpful Not sure Not necessary
Do you currently have a life insurance policy?
Yes No Planning to get one
What factors are most important to you when choosing a life insurance policy?
Coverage amount Affordability Policy term Additional benefits Company reputation
What type of life insurance are you interested in?
Term life Whole life Universal life Variable life No preference/undecided
Have you reviewed your life insurance policy in the last year?
Yes, and made updates Yes, but no changes needed No, not yet I don't have a policy
How did you learn about life insurance options?
Family or friends Financial advisor Online research Insurance agent Other sources
All set, how can we reach you?
Name
Email
Phone
(Details here)
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