Intake form

Name *

Email address *

What is your country of residence?

What is your primary goal for engaging with our services?

Please select at least one option.

Tax optimization

Estate planning

Cash flow solutions

Confidentiality

What is your approximate net worth?

What type of insurance policies are you interested in?

Please select at least one option.

Life insurance

Disability insurance

Long-term care insurance

How did you hear about us?

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Referral

Online search

Social media

Which service or services are you interested in?

Please select at least one option.

Tax-advantaged life insurance

Life settlements strategy

Strategic insurance acquisitions

Additional questions or comments