What’s the first thing that pops into your head when you hear ‘life insurance’?
Crocheted sweaters, and being old—AKA, not me.
A practical way to protect my loved ones and build wealth sooner.
Might be something I’ll need eventually, but I’m not sure I get how it works for me.
Do you have any human sidekicks (kids, partners, aging parents) or even fur-babies relying on you for food, shelter, and Instagram-worthy outfits?
Yes! I’m basically running a small circus at home—people (and/or pets) are counting on me.
Nope, it’s just me, myself, and my snack stash.
Not yet, but I might soon (or I’m in a “family-ish” situation).
What’s your approximate age range?
Under 25: Fresh out of school or early career.
25–35: Adulting in progress—kinda.
36–45: Settling in, but still got plenty of hustle.
46–55: Experienced, but young at heart.
56+: Seasoned pro at life.
When it comes to saving money for your future self (or future family), which statement best describes you?
I’m on top of it, budget in place, and always looking for ways to grow my money.
Saving? Meh… I’ll think about it when I’m, like, 60. #YOLO
I’m curious or mildly cautious—maybe I stash some savings but could do better.
What’s your relationship with smoking—cigarettes, vapes, or anything else?
Smoke-free for at least a year (and proud of it!)
Occasional or social smoker (within the last year).
Daily or frequent user—I’m fine with it.
Not a fan
If someone offered you a plan that (1) can grow at around 6-8% per year, (2) is creditor-protected, and (3) can reduce taxes, how would you respond?
Sign me up! That’s music to my future wallet’s ears.
Investing? Hard pass. Money is for fun, not long-haul stuff.
I’d think about it, but I’m not 100% sure how it fits my life yet.
Which best describes your current job situation?
Full-time or stable career—climbing the corporate ladder.
Part-time or freelancing, or I might be between gigs.
Student
I have my own business
Exploring my next move
How would you describe your general health?
Fit and fabulous (or at least I pretend to be).
Average Joe/Jane—a few sniffles here and there, but I’m good overall.
Health challenges I’m aware of, but I’m managing them.
Prefer not to say (Privacy, please!)
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