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* 1. How confident are you in your current ability to handle unexpected emergencies (e.g., natural disasters, accidents, financial crises)? (Scale: 1 - Not confident, 10 - Very confident)

1 5 10
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i We adjusted the number you entered based on the slider’s scale.

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* 2. Why did you give that rating?

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* 3. Do you have a first point of contact in the event of a personal emergency or critical situation?

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* 4. Do you have a central place where all your key documents (wills, trusts, insurance policies, etc.) are securely stored and easily accessible to trusted family members?

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* 5. If you were unavailable, would your loved ones know who to contact to handle your financial or insurance matters?

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* 6. How often do you review your insurance policies to ensure adequate coverage for your current life situation?

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* 7. Have you experienced a significant life transition in the last five years (e.g., retirement, inheritance, selling/buying property, new child, divorce, death of a family member)?

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* 8. Do you have a plan in place to navigate emotional or psychological challenges during a family crisis?

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* 9. Have you faced challenges in navigating insurance claims or other emergency processes in the past?

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* 10. How important is peace of mind to you when it comes to your family’s future and wealth management?

(Scale: 1 - Not important, 10 - Extremely important)

1 5 10
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i We adjusted the number you entered based on the slider’s scale.

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* 11. Why Did You Give This Rating?

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* 12. How confident are you in your business’s ability to handle unexpected crises or disruptions (e.g., natural disasters, cyberattacks, lawsuits)?

(Scale: 1 - Not confident, 10 - Very confident)

1 5 10
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i We adjusted the number you entered based on the slider’s scale.

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* 13. Do you have a formal business continuity plan in place to manage operations during emergencies?

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* 14. Are your business assets and operations adequately insured against risks such as property damage, liability, or cyber threats?

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* 15. How often do you communicate with your family or leadership team about risk management and contingency planning for the business?

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* 16. Do you have a succession plan in place to ensure the seamless transition of leadership if needed?

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* 17. Have you experienced a significant disruption in your business operations within the last five years (e.g., supply chain issues, financial challenges)?

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* 18. If the Answer to #19 is YES, how do you feel the process to recovery was handled?

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* 19. Are there key employees or stakeholders who would need immediate access to vital documents (e.g., insurance policies, contracts) during an emergency?

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* 20. Would you be interested in a dedicated advisor who simplifies the process of emergency management and risk mitigation for you and your family?

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* 21. Your Contact Info

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