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Scorecard

Family Protection Scorecard

Answer eight quick questions to see how well your family is protected today, and where the biggest gaps are.

Private by design. Your answers are scored in your browser. No email required to see your score.
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If your household's primary earner died tomorrow, how long could your family maintain its lifestyle from existing resources?
1

If your household's primary earner died tomorrow, how long could your family maintain its lifestyle from existing resources?

Could your estate settle any taxes and costs at death without a forced sale of assets?
2

Could your estate settle any taxes and costs at death without a forced sale of assets?

Would your major debts (mortgage, loans, personal guarantees) be covered if you died?
3

Would your major debts (mortgage, loans, personal guarantees) be covered if you died?

Are your beneficiary designations current and reviewed after major life events?
4

Are your beneficiary designations current and reviewed after major life events?

Do you have a funded plan for long-term care costs?
5

Do you have a funded plan for long-term care costs?

Is your earned income protected if you could not work due to illness or injury?
6

Is your earned income protected if you could not work due to illness or injury?

Is your insurance coordinated with your tax, investment, and estate plan?
7

Is your insurance coordinated with your tax, investment, and estate plan?

How satisfied are you with the amount of tax you currently pay?
8

How satisfied are you with the amount of tax you currently pay?

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