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What are you looking for help with right now? (Select one)
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Life insurance (family protection)
Retirement planning
VA-related benefits coordination
Income replacement / survivor planning
Not sure yet
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How soon are you looking to take action?
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Immediately (0–30 days)
1–3 months
Just gathering information
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Are you open to speaking with a licensed financial professional?
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Yes
Not at this Time
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What’s the biggest financial concern you want to make sure your family is protected from? (1–2 sentences)
