Bossmaker Wealth Group

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Client Details

1. Income & Lifestyle Protection

Protecting Income

We help families protect their two most valuable assets: their health and their ability to earn an income.

If your mind or body unexpectedly stopped working tomorrow, would you want your income to keep coming in, or are you prepared for it to stop right then and there?

2. Health & Underwriting Snapshot

Health Snapshot

To make sure we pair you with the best options and living benefits, we just need a quick snapshot of your health.

Which medications have you been prescribed in the last two years, even if you don’t currently take them?If available, use the names shown on the prescription bottles.

In the last 5 years, have you had a major health event such as a heart attack, stroke, cancer, or diabetes?

Do you use any tobacco or nicotine products?

3. Final Expense Planning

Family Planning

End-of-life planning is not easy to discuss, but it can protect your family’s peace of mind.

When you pass, would you like your final arrangements to be a financial burden to your family, or a blessing?

Have you decided whether you prefer cremation or burial?

4. The Network

People You Care About

Based on the peace of mind we are putting together for you, who do you love and care about that needs to see what you just saw today?

At least one referral is required. Add up to ten. Consider family, friends, church members, and coworkers.

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