About you
Your age, role, and main goal shape which protection path can realistically fit.
Every field you complete sharpens the game's math and makes the result more useful.
What is your main goal?
Choose the one that fits closest. This drives your solution path and game setup.
Final Expense Coverage
Funeral costs, burial, and small debts.
Mortgage / Debt Protection
Protect a loan, mortgage, or temporary obligation.
Income Replacement Years
Replace income while people still depend on it.
Illness Access Protection
Access benefits if a qualifying serious illness happens.
Lifetime Cash Value Coverage
Permanent coverage with long-term cash value potential.
Whole Life Guarantee / Legacy Coverage
Guaranteed values, potential dividends, family riders, or charity legacy.
All fields optional β more = better result.
Monthly money picture
The game needs monthly numbers so choices fit real cash flow, not fantasy money.
Income and budget directly control which solution paths are green, yellow, orange, or red in the game.
Home and debt
Temporary obligations help determine whether the need is short-term, long-term, or lifetime.
A mortgage or loan balance is often the largest single reason a temporary protection layer is more urgent than a permanent one.
Family and dependents
This keeps the coverage goal tied to real people and real timeframes.
The number of dependents and years until independence directly set the income replacement window the game uses.
Retirement and future flexibility
This helps identify whether the goal is only protection or protection plus long-term flexibility.
Retirement savings and flexibility goals shift which paths score highest internally and which appear green vs. orange.
Health and eligibility snapshot
This does not determine approval, but it helps the game avoid suggesting paths that may not fit.
Health flags shift option colors in the game. A path that would otherwise be green may show yellow or orange if eligibility is uncertain.
How to follow up
The last fields make the next step easy when you are ready.