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Financial Health Assessment
Get the right insurance with our free assessment (no commitment, no pressure). After completing this, you'll instantly receive your results and your free insurance clarity guide. Rest assured, your details will be kept private and secure.
Are you financially responsible for anyone else besides yourself?
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Are you financially responsible for anyone else besides yourself?
A
YES
B
NO
C
Other
Who are your current financial dependents? (Select all that apply)
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Who are your current financial dependents? (Select all that apply)
Spouse
Children
Parents
Siblings or Relatives
How long do you expect your dependents to rely on your financial support?
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If something happens to you today, how long do you want your family to be financially supported?
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In terms of living arrangements, where would you prefer your family to reside?
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Do you have any financial obligations, such as a mortgage, debts or shared loan, that will continue even after your passing? If so, approximately how much? (N/A if none)
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Do you currently have any savings or investments in place? If yes, approximately how much have you set aside? Type N/A if no existing savings or investment
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If a serious illness costing ₱1,000,000 were to strike today, where would you get the funds to cover the expenses?
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If a serious illness costing ₱1,000,000 were to strike today, where would you get the funds to cover the expenses?
Bank Savings
Bank or Government Loan
Sell My Properties
Loan From Family or Friends
I Don't Know Where To Get The Funds
Other
Would you prefer a personal insurance to cover all expenses in this situation?
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What’s your ideal monthly budget for life insurance (if needed)?
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What is your desired life insurance benefit amount for your family if needed?
(We can still adjust this during the application process)
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What is your top financial priority in getting insurance right now?
(Check all that apply)
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What is your top financial priority in getting insurance right now? (Check all that apply)
Life Insurance (Financial Assistance for My Dependents)
Health Insurance (Medical Expenses Coverage)
Disability Coverage (Income Replacement)
Savings and Investment (Retirement Funding)
Education Fund for My Children
All of the above
Would you like a personalized recommendation based on your answers?
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Almost there! Please provide your details below. 📝
Your Full Name
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Your Phone Number
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Your Birthday
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Where would you like to receive your results and your free insurance guide?
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Congratulations on making it this far! 🎉
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Congratulations on making it this far! 🎉
By ticking the box and submit button below, you agree to receive your assessment's results via email and your FREE Insurance Clarity Guide, along with marketing and promotional messages including special offers, discounts, rewards, and the latest information about Rb Salonga’s financial planning services through email, chat, or other digital channels.
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