Stop & think
You've Built It. Have You Protected It?
You invested years in your education and career. Take this 10-minute Protection Review to see whether your protection is keeping pace with your success.
For professionals, healthcare workers, academics and business owners. Ten questions, no numbers, no pressure.
1. Income
If I couldn't work for six months because of illness or injury, my household would still be covered.
2. Work protection
I know exactly what the protection through my job would pay my family, and that it may end if I leave.
3. Your own protection
I have protection that belongs to me, not to my employer.
4. Serious illness
I know what would help me if I were seriously ill, not only what happens if I die.
5. Beneficiaries
The beneficiaries on my accounts and policies are named and up to date.
6. Children
If something happened to me, my children's schooling and future would still be provided for.
7. Family abroad
The people I support back home would still be supported if I couldn't be.
8. Documents
My family knows where my important documents are and who to call first.
9. Practice or business
If I own a practice or business, there is a plan for it if I'm suddenly unable to work. (Answer Yes if this doesn't apply.)
10. Review
I've reviewed my protection in the last two years, or since my last big life change.
0 of 10 answered
Answer the questions to see where you stand.
Email me my result
Plus a printable copy of the full review.
This content is for educational purposes only and does not constitute personalized financial, insurance, or tax advice. Any recommendations are made only after a licensed conversation about your specific situation. Guarantees are based on the claims-paying ability of the issuing insurance company. Index-linked interest crediting is not a direct investment in the market.
Sophia Appiah, Licensed Financial Professional, licensed to offer insurance in all 50 U.S. states (NY License # LA-1765278, CA License # 4462097). See Privacy Policy.