Would you want the flexibility for your spouse to cease work for a Yes No Yes No period? (if applicable) Permanent Disability In the of serious illness or accident resulting in permanent disablement, where between 0% _______% _______% and 100% would you ideally want your income to be replaced? Would you want to provide a provision for medical costs and Yes No Yes No care? Would you want the flexibility for your spouse/family member to cease work, reduce their hours to Yes No Yes No provide ongoing care or would you seek external carer support? (if applicable) Would you want to be mortgage Yes No Yes No (non-deductible debt) free? Unexpected Death As well off In the event that you or your As well off spouse were to die unexpectedly, Slightly better off Slightly better off what standard of living would you like to leave for your family? Worse off Worse off In the event of premature death, where between 0% and 100% _______% _______% would you ideally want your income to be replaced? Would you want these funds paid to your family via a tax effective Yes No Yes No income stream if possible? Would you want to provide a provision for terminal illness care Yes No Yes No so that this does not reduce death provisions for income? you want to ensure your Yes No Yes No family is mortgage free? you want the flexibility for your spouse to cease or reduce work for Yes No Yes No a period? (if applicable) Protection for Children Is it important to have appropriate protection for your children in the event they suffered from a severe illness? Yes No
Would you want the flexibility for your spouse to cease work for a period? (if applicable) Yes No Yes No Permanent Disability In the of serious illness or accident resulting in permanent disablement, where between 0% and 100% would you ideally want your income to be replaced? _______% _______% Would you want to provide a provision for medical costs and care? Yes No Yes No Would you want the flexibility for your spouse/family member to cease work, reduce their hours to provide ongoing care or would you seek external carer support? (if applicable) Yes No Yes No Would you want to be mortgage (non-deductible debt) free? Yes No Yes No Unexpected Death In the event that you or your spouse were to die unexpectedly, what standard of living would you like to leave for your family? As well off Slightly better off Worse off As well off Slightly better off Worse off In the event of premature death, where between 0% and 100% would you ideally want your income to be replaced? _______% _______% Would you want these funds paid to your family via a tax effective income stream if possible? Yes No Yes No Would you want to provide a provision for terminal illness care so that this does not reduce death provisions for income? Yes No Yes No you want to ensure your family is mortgage free? Yes No Yes No you want the flexibility for your spouse to cease or reduce work for a period? (if applicable) Yes No Yes No Protection for Children Is it important to have appropriate protection for your children in the event they suffered from a severe illness? Yes No
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