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Risk Management Survey
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Do you carry liability insurance?
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Yes, a lot
Yes, some
Some, but not very much
Not Any
How large is your rainy day fund?
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Less than 1 month of spending
1-3 months
3-6 months
6-12 months
12+ months or not a problem
Do you have any concerns about shielding assets from creditors?
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Not at all
Maybe for me
Maybe for my heirs
Yes, I own a business
Special Purpose Investments (Click All that Apply)
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I am considered an insider (C Suite) in my job
I own investments in LLCs
I own investments in Limited Partnerships(s)
I am an investor at the General Partner level in one or more business
I operate a business as a Sole Proprietor
Do you have an end of Life Plan?
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No
Just A will
I have a detailed plan
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