Life Insurance Quiz - The Lambert Agency

Which Life Insurance is Best for Me? – The Lambert Agency

What is your current age?

18-30 years old

31-40 years old

41-50 years old

51-60 years old

Over 60 years old

What is your current family situation?

Single with no dependents

Married with no children

Young family with small children

Family with teenage/college-age children

Empty nester or near retirement

What is your approximate annual income?

Under $40,000

$40,000 – $75,000

$75,000 – $150,000

$150,000 – $300,000

Over $300,000

What are your primary financial obligations?

Minimal debt, mostly personal expenses

Mortgage and basic living expenses

Mortgage, childcare, and education costs

Multiple debts and family obligations

Business loans or investment obligations

What is your primary goal for life insurance?

Replace my income for my family

Cover debts and final expenses

Ensure children’s education is funded

Build wealth and transfer to heirs

Protect business interests

How important is building cash value in your life insurance?

Not important – just need coverage

Somewhat important – nice to have

Moderately important – like the flexibility

Very important – want investment component

Primary goal – insurance with wealth building

How long do you need life insurance coverage?

10-15 years (until debt is paid off)

15-25 years (until children are independent)

25-30 years (until retirement)

Permanent coverage (entire lifetime)

Flexible – may change over time

What is your monthly budget for life insurance premiums?

Under $50 per month

$50 – $150 per month

$150 – $300 per month

$300 – $600 per month

Over $600 per month

Your Recommended Life Insurance Plan

Ready to Get Started?

Contact The Lambert Agency for personalized assistance

Phone: (555) 123-4567

Email: info@lambertagency.com

We’re here to help you find the perfect life insurance solution!