
Take 60 seconds. Check what applies to YOUR life today. We’ll share your score and the best next step—coverage options, agent income opportunity, or both. No pressure, just information.
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The 20-question checklist
(All are checkboxes; each item = 1 point)
Family & Finances
Family & Finances
Peace of Mind
Count your checks:
0–5: You’re thinking ahead — but there’s more to protect.
6–10: You’re ready to plan.
11–20: You need a plan today!
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