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Do You Have the Right Life Insurance for Your Stage of Life?

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Check Your Life Insurance Fit

Life insurance isn’t just something you get and forget—it should grow with you. Whether you’re starting a family, building wealth, or planning your legacy, the right coverage depends on where you are in life. This quick quiz will help you assess whether your current life insurance still fits your needs and goals.

You’ll answer 10 simple questions designed to reflect your current stage of life and how your insurance may (or may not) support it. At the end, you’ll receive helpful insights and suggestions based on your score. Let’s get started!

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Step 1 of 11

Do You Have the Right Life Insurance for Your Stage of Life?

1. What is your current stage of life?*

Married or raising a family

Retired or near retirement

Young and single

2. Do you currently have a life insurance policy?*

Yes, and I review it regularly

Yes, but I haven’t reviewed it in years

No, I don’t have one

3. How would your loved ones be impacted financially if you were no longer here?*

They depend on my income and would need support

They might have some financial challenges

They are financially independent

4. What type of life insurance do you currently have (if any)?*

A mix of term and permanent or whole life

Term life only

I’m not sure or don’t have any

5. Do you know when your current life insurance coverage ends (if it’s term)?*

Yes, and I have a plan for when it ends

I’m not sure or haven’t checked recently

I don’t have a policy

6. Has your life changed significantly (e.g., marriage, kids, home purchase) since getting your policy?*

Yes, and I’ve updated my coverage accordingly

Yes, but I haven’t updated anything yet

No major life changes

7. How do you view life insurance in your overall financial plan?*

It’s a foundational part of my long-term strategy

It’s something I know I need but haven’t prioritized

I’ve never really thought about it

8. Have you considered how life insurance could help with estate or legacy planning?*

Yes, I’ve included it in my plans

I’ve thought about it but haven’t taken action

No, I haven’t considered that

9. Do you understand the differences between term, whole, and universal life policies?*

Yes, I’m familiar with the pros and cons of each

I know a little but still have questions

No, it’s all new to me

10. How confident do you feel that your current policy matches your future financial goals?*

Very confident—it’s aligned with my goals

Somewhat confident—it may need a review

Not confident—I’m unsure what I need

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Find Your Definition of True Wealth

Everyone has their own definition of true wealth. For some, it’s that family vacation you’ve always dreamed of. For others, it’s not running out of money in retirement. We help you pinpoint your definition of true wealth, then help you build the legacy you’ve dreamed of.

Selecting the right financial advisor is an important step in your pursuit of true wealth. We build a customized plan for whatever your needs, including individual financial planning and business financial planning.

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The content provided on this website has been compiled from sources believed to be accurate. It is intended for educational and informational purposes only and does not constitute tax, financial, or legal advice. Visitors should consult with their legal, tax, or financial professionals for advice specific to their individual circumstances. The materials on this website are not intended to address any specific situation, serve as the basis for investment decisions, or act as a solicitation to invest.

Content may include illustrative examples such as numerical data, charts, or calculations, which are for demonstration purposes only and not guaranteed for accuracy. Investing involves risks, including potential loss of principal, and past performance is not a guarantee of future results.

This website and its content are provided as part of a demo experience and do not reflect the services of any specific financial firm or advisor.

For further information, please contact your financial professional.