Find out which protections and resources your family qualifies for.
Life is unpredictable, and planning ahead ensures your family is protected no matter what happens. Step 2 of your Million Dollar Plan is all about understanding your unique needs and seeing which free resources or coverage options fit your situation.
Our AI assistant, Naomi, will guide you through a simple interactive form. She can:
- Ask the right questions to determine what you qualify for
- Explain insurance terms or resource options in plain language
- Help you schedule a personalized Needs Assessment with Nikki B
How It Works
- Answer a few simple questions about your family, household, and coverage interests.
- Naomi calculates your eligibility for free products like:
- Child Safety Kit
- Accidental Death Policy
- Will Kit
- Discount Prescription Card
- See your results instantly and decide on the next step.
- Schedule your Needs Assessment with Nikki B at your convenience. Naomi can arrange this for you via text or voice.
Why This Matters
Completing your Needs Assessment ensures you:
- Protect your family from financial surprises
- Understand which resources and coverage are best for your situation
- Save time with guided assistance from Naomi and a seamless path to schedule your consultation
Why This Matters
Completing your Needs Assessment ensures you:
- Protect your family from financial surprises
- Understand which resources and coverage are best for your situation
- Save time with guided assistance from Naomi and a seamless path to schedule your consultation
Ready to Get Started?
Need help?
Ask Naomi any question right in the chat box — she’s here to guide you every step of the way.
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