Life Insurance Selector Tool
Answer a few questions to find the right coverage for your needs
Important: This tool is designed to help you understand what type of life insurance might be right for you and why, based on your answers. This does not qualify as a recommendation. Please schedule a free consultation with a licensed advisor before making any final decision.
What is your age range?
Your age helps determine which policy types are most suitable and cost-effective.
What is your primary goal for life insurance?
Understanding your main objective helps match you with the right policy type.
How long do you need coverage?
The length of coverage impacts which policy type makes the most sense.
What describes your budget for life insurance?
Monthly premium affordability is crucial for maintaining coverage long-term.
How important is building cash value?
Cash value is a savings component you can access during your lifetime.
Do you need flexible premium payments?
Some policies allow you to adjust premiums based on your financial situation.
Are you interested in investment options within your policy?
Some policies offer market-linked growth potential with your cash value.
How important are tax advantages?
Permanent life insurance offers tax-deferred growth and tax-free loans.
Do you have estate planning needs?
Life insurance can help with estate taxes and leaving a legacy.
How comfortable are you with policy complexity?
Different policies have varying levels of features and complexity.
Your Personalized Recommendation
Why This Is Right for You:
Key Features:
Things to Consider:
Disclaimer
This assessment is for educational purposes only and does not constitute a formal recommendation. Every individual's situation is unique. Schedule a free consultation with a licensed advisor to receive personalized guidance and recommendations tailored to your specific needs.
Next Steps: