Legacy Score Assessment

Your family's readiness, in 10 minutes.

Protection

Income Continuity

Retirement Readiness

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Your Results

0 of 30 answered

Dimension 1 of 6

Protection

Life coverage adequacy for income, debt, and education.

1. Roughly how much life insurance is in force on you today?

NoneUnder $250,000$250K – $500K$500K – $1MOver $1M

2. How much life insurance is in force on your spouse / partner?

Choose 'Not applicable' if single.

Not applicableNoneUnder $250,000$250K – $500KOver $500K

3. When did an strategist last review your coverage?

Never5+ years ago2 – 5 years agoWithin 2 years

4. What type of coverage do you primarily own?

I'm not sureTerm onlyPermanent onlyMix of term and permanent

5. Does your policy include living benefits (critical illness, chronic illness)?

NoNot sureYes

Your responses are private. About the methodology.

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Currency Thoughts is a Family Wealth Strategy Firm. Our strategists serve as Family Wealth Strategists and Economic Empowerment Coaches — veteran-led, family-focused, bank-grade.

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Currency Thoughts LLC is an independent insurance agency. Products and availability vary by state. All policy benefits are governed by the actual policy contract issued by the insurance carrier. Nothing on this website constitutes legal, tax, or investment advice.