Financial Readiness Survey

Do you currently have life insurance?

Yes No Not Sure

If yes, what type of policy do you have?

Term Life Whole Life / Permanent Unsure

How much coverage do you currently have?

Less than $250,000 $250,000–$500,000 $500,000–$1,000,000 Over $1,000,000 Not sure

When was the last time your policy was reviewed or updated?

Within the last year 1–3 years ago Over 3 years ago Never

If something unexpected happened to you, would your family have enough to cover living expenses long-term?

Yes No Not sure

Do you have income protection in case of disability or serious illness?

Yes, both Only disability Only critical illness No Not sure

Could you maintain your current lifestyle if you couldn’t work for 6 months?

Yes No Not sure

Do you have a valid Will and Power of Attorney in place?

Yes No Need help with this

Would your family know what to do legally and financially if something happened to you?

Yes No Not sure

When was the last time your investment strategy or financial plan was reviewed?

Within the last year Over a year ago Never Not sure

Email Id.

Phone No.

Would you like a free 15-minute consultation to review your current plan and identify any gaps?

Yes, please contact me Not right now

This free consultation is part of LG Financial Group’s community outreach and employee benefits program.

No pressure, no obligation—just smart planning.
Goran Lacic | Financial Advisor
📞 289-339-8100
✉️ goran@lgfinancial.ca
🌐 www.lgfinancial.ca

Your trusted partner in Group Benefits, Pensions, and Wealth Management.