Prev Next
Connect With Us


United Benefits Advisor

The Essential C.A.R.E. Survey™ - Group

C.A.R.E.

» Group Survey     » Individual Survey

To help you clearly understand your current situation, try The Essential C.A.R.E. Survey. Rate your reactions to each pair of phrases and decide where you lie on the scale from 1 to 5. We would welcome the opportunity to speak with you regarding the significance of your scores. Please complete the survey and form information and press “Submit.” One of our Advisers will contact you within 24-48 hours.









*Required
I need assistance with:

1. Preserving the assets I leave to my children and heirs is important to me.

Not True 1 2 3 4 5True

2. I am confident I have the appropriate amount of disability, life, median and or long-term care insurance.

Not True 1 2 3 4 5True

3. My employer offers all the insurance protection I need.

Not True 1 2 3 4 5True

4. I have done the planning and financing required to ensure successful transfer of assets upon my death.

Not True 1 2 3 4 5True

5. I have reviewed all of the options available for achieving my future financial goals.

Not True 1 2 3 4 5True

 

Securities offered through NPB Financial Group LLC (NPB), member of FINRA/MSRB/SIPC. The LBL Group and its affiliated entities are not affiliated with NPB.
www.SIPC.org | www.MSRB.org | www.FINRA.org

LBL Insurance Services Inc. | California Insurance License #0561829 | Phone # 800.451.8037
Regulatory Disclosure - Privacy Notice - WordPress Website by Roostercomm