Take The 3-Minute Peace of Mind Checkup : Step 1

It’s quick, straightforward, and requires no heavy lifting. Privacy is the cornerstone of my practice: the details you share here are strictly confidential, used only to provide you with the most accurate blueprint possible. Answer honestly, and I’ll provide a roadmap tailored to your “Peace of Mind.”

Your info is encrypted and will never be shared with third parties. Ever.

Selected Value: 1
Most of my clients—even the highest earners—start at a 3 or 4 before we build their strategy. Be brutally honest. This number helps me understand exactly how much ‘reinforcement’ your fortress needs so I can give you an accurate roadmap.
Which of these 'Sleep-at-Night' factors is your top priority today? (Select all that apply)
Let’s focus on what matters most.” It’s normal to want it all, but let’s identify the ‘Pillars of your Fortress’ that we need to build first. Selecting these helps me rank the urgency of your protection plan so we can tackle your biggest worries immediately.
Selected Value: 0
Let’s set the tempo for our partnership. A protection blueprint is designed to move as fast or as carefully as you need. Answering this helps me respect your timeline. Whether you are just ‘window shopping’ for ideas or ready to secure your legacy this week, your honesty helps me provide the right level of support.
How is your overall health today? (This helps me find your best possible rate)
Your health is actually more valuable than your income—it’s what allows us to secure the best possible rates. A quick ‘status check’ here helps me identify which specialized programs you qualify for right now, ensuring the proposal I build is both accurate and achievable.”
How do you currently fuel your family’s lifestyle and goals?
My goal is to ensure there is zero ‘lifestyle gap’ if a curveball hits. Select the range that most closely matches your monthly take-home pay so I can architect a plan that replaces it 100%
Name
Who am I building this fortress for? To ensure your strategy is as unique as your career journey, I like to keep things personal. Your details stay strictly between us as we begin crafting your roadmap.
In insurance, age is your greatest leverage. I need your birthdate to calculate the exact ‘early-bird’ rates available to you. Locking in your Fortress Plan today ensures you get the maximum protection for the lowest possible cost before your next birthday.
100% Privacy Guaranteed. I will never share your email with third parties or flood your inbox with marketing. This is strictly for delivering your personal financial assessment and coordinating our next steps
Your privacy is my priority. I only use this number to send a confirmation once your Blueprint is ready or to schedule our deep-dive session. No robots, no spam, and no unwanted sales calls—just a direct line to your expert partner
How would you prefer to connect or confirm our strategy session
I respect your schedule and your privacy. Whether you’re navigating a busy office or a different time zone, I want to meet you where you’re most comfortable. Choose the platform that works best for your lifestyle, and I’ll use that—and only that—to coordinate our next steps.
When should we open the gates to your Fortress? (Preferred Contact Window, Philippine Time Zone)
Your time is your most valuable asset, and I intend to protect it. I don’t do ‘surprise’ calls. Please select your ideal window so I can reach out when you are relaxed and ready to focus on your family’s future. If you are overseas, please tell me more on the last box.
Use this space to share any specific questions or unique circumstances you’d like me to review before we connect. I’m here to listen.

One click to move from ‘thinking about it’ to ‘having it handled. Your data is 100% encrypted and strictly confidential. By clicking, you agree to our Privacy Policy and Terms of Service. (links will open in new tabs)

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