Have you considered the potential risks that could affect your financial assets and legacy in the future? 

Are you involved in any business ventures or family businesses that may require continuity planning in the event of unexpected circumstances? 

If your answer to the previous question was "Yes", then please, mention them

Are you interested in exploring insurance products that offer investment opportunities alongside life insurance benefits, such as Private Placement Life Insurance (PPLI)

Would you like to explore insurance as a tool for charitable giving?

Have you assessed your healthcare needs and considered the role of medical insurance in your overall wealth management plan?

What level of flexibility and customization are you looking for in your insurance solutions to align with your unique financial situation?

Would you prefer working with a team of experienced wealth advisors who can tailor insurance solutions to meet your specific needs and long-term goals?