Qualification - Personalize Your Plan
🛡 Let’s Personalize Your Path
Answer a few quick questions so we can make sure our conversation is 100% focused on your needs.
Do you currently have any life insurance or final expense coverage?
Yes, I already have coverage
I’m not sure what I have
No, I don’t have any coverage
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When are you looking to get this set up?
As soon as possible
Within the next 30 days
In the next 3–6 months
Just exploring options right now
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Have you spoken with a licensed agent about this in the past 6 months?
Yes
No
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Continue to Next Step