COVERAGE GAP QUESTIONNAIRE
FIND YOUR COVERAGE GAPS.
- ✓Takes just a few minutes…
- ✓Your gaps map straight to the sixteen TFG strategies…
- ✓Bring your results to your Strategy Call — your advisor walks in with your gap map.
- ✓One truth before you start: it costs more to not have it than to have it.
“Insurance won't make you rich — but it'll keep you from being broke.”
BEFORE YOU START
Two quick permissions before you start:
QUESTION 1 OF 13
8%
YOUR RESULT
0
/ 100
Your Defense Score
This score reflects the answers you gave today. It is a conversation starter, not a recommendation or a measure of your worth.
Your Defense Score
YOUR GAPS, BIGGEST FIRST.
WANT AN ADVISOR TO WALK THROUGH THIS WITH YOU? Drop your info below and we'll call to help fill the gaps — what's missing, what's exposed, and what to do next.
See how we work →WANT AN ADVISOR TO WALK THROUGH THIS WITH YOU?
Drop your info below and we'll call to help fill the gaps — what's missing, what's exposed, and what to do next.
This questionnaire is an educational self-assessment — not financial, tax, or legal advice. Chuck Tolbert, Licensed Financial Professional · Sheila Tolbert, health insurance professional.
BRING THIS WITH YOU
BOOK YOUR STRATEGY CALL
Your advisor walks in with this gap map — what's missing, what's exposed, and what to propose. No separate planning fee.