Let’s Complete Your Risk Assessment

You’ve secured your personalized review—now we’ll gather a few details to tailor your report.

Takes 5-8 minutes to complete

Don't have the time right now? No problem! You have also been emailed a copy of this risk assessment to complete at your leisure.

This offer is valid for 90 days after purchase

This step helps us evaluate your coverage, assets, and potential risk exposure so your report is accurate and actionable.

Let's Get Started

First Name *

Last Name *

Email *

Phone *

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Personal Information

Date of birth *

Address

Street Address

City

State

Country

Postal Code

Marital Status *

Occupation *

Job Title: *

Your employment type (select all that applies): *

Household & Dependents

What is the total number of household members?

Do you currently provide financial support, caregiving, or housing for any of the following? (Check all that apply):

Financial Snapshot: This section helps us determine your liability exposure

*If you need an updated snapshot of your assets, please click here to use our assets calculator tool with results you can download for your personal records.

Approximate value of household assets

What is the status of your emergency savings fund?

Do you have a financial advisor or estate attorney managing your affairs?

Property & Assets- This section gives us an idea of the property you are looking to protect

Do you rent or own your primary residence?

Do you rent or own any additional properties?

Do you own any valuable personal property? (jewelry, art collectibles, instruments))

Do you own any antique or high value vehicles?

Do you own or charter private aircraft?

Do you own or lease any boats, yachts, or personal watercraft?

Lifestyle & Risk Exposure- This section will help uncover liability risks that often gets missed

Do you own any pets?

Do you have a pool?

Do you have a trampoline on your property?

Are there any youthful drivers in your household?

Do you operate a business out of your home?

Are you a business owner, partner, or public figure?

Do you host large social events or gatherings?

Do you travel frequently or internationally?

Are you active in philanthropy, boards, or volunteer leadership roles?

Does anyone in your household drive for any rideshare services (i.e. Uber, Lyft, Ubereats)

Which of the following online services do you use

Current Insurance Coverage

The following section we will collect information about the insurance coverage you currently have in place. Please answer the questions below. For a more thorough review of your insurance coverage, you can also send your home, auto and umbrella insurance declarations pages directly to our office by visiting this link

What is the level of liability limits for your auto insurance

What is the coverage type of your home insurance?

Do you have an umbrella insurance policy?

Please select all that you own (life/ltc/disability)

Have you reviewed your beneficiaries in the last 5 years?

Coverage Alignment & Structure

Are your assets titled properly and aligned with your insurance coverage?

Are your home and auto insurance policies with the same carrier?

Have you reviewed your insurance policies for both coverage and pricing within the last 2 years?

How confident are you that your current insurance would fully protect you in a major event?

Insurance Philosophy

How well do you feel you understand what your current insurance actually covers?

When making decisions about insurance, how do you typically approach trade-offs between cost and protection?

Do you view insurance as a way to transfer most risk, or as a backup for worst-case scenarios only?

When reviewing your insurance, what is your top priority?

Your information is kept confidential and used only to prepare your personalized risk report.

Let’s Complete Your Risk Assessment

You’ve secured your personalized review—now we’ll gather a few details to tailor your report.

This step helps us evaluate your coverage, assets, and potential risk exposure so your report is accurate and actionable.

Email : [email protected]

Phone : (610) 580-0801