Cash Value Life Insurance Flight Plan Financial

Step 2: Complete the Short Survey Below 🚀

Click Submit To Schedule Your Discovery Call.

This short survey will help us understand your needs and tailor our advice just for you.

Let's get started!

What Are Your Primary Reasons For Considering Cash-Value Life Insurance As a Financial Strategy?📈

Cover Capital Gains Taxes at Death

Cover Mortgages at Death

Protection for Family and Kids when I die

Investment Growth & Retirement Planning

Tax-efficient Wealth Transfer

Are you an Incorporated Business Owner?👔

Yes

No

Are you a Real Estate Investor?🏘️

Yes

No

Do You Currently Have Any Life Insurance Policies?🛡️

Yes

No

How Long Do You Want Your Life Insurance To Last For?🕒

Permanent (Whole Life)

Term (10-50 Years)

What’s your biggest concern right now with not having a life insurance policy in place? Tell us how we can best serve you.💌

We respect your time and we'd like to believe you respect ours. Are you going to show up for the meeting at the date and time you select on the next page?🤝

Yes

No