Blue Box Numbers

Red box or blue box?

Fill this in before your design call with your policy architect. Rough numbers are fine. Leave blank whatever you don't know and we'll work it out together.

A red box wrapped in chains and a padlock, labeled Locked Away, beside an open glowing blue box holding a house, a storage facility and land, labeled Grow plus Access.

The difference is control.

About 15 minutesDo it with your spouse
1

Who's on the call

2

Money out, and money in without you

Your freedom line: when money that comes in without you working is bigger than what goes out, work becomes a choice.

3

Your bank number

Every dollar you send each month to a bank or lender. This is money working full-time for somebody else.

Bank number$0/mo
4

What you save each month, and where it goes now

This tells your policy architect what you could redirect without changing how you live.

Saving each month$0/mo
5

Your red box

Money that's sheltered and growing, but locked. To get it out early you need permission, an application or a penalty. Current balances.

Red box total$0
6

Money sitting still

Cash you can reach today that isn't building anything. Leave your emergency fund out.

Ready to move$0
7

What you'd buy if you could reach your money

The blue box is the vault. The income comes from what you buy with it. Pick any that interest you.

8

Three quick health questions

Your age and health set the price of the policy. Yes or no is all we need here. Details, if any, happen on the call.

Any tobacco or nicotine in the last 12 months?

A major diagnosis or hospital stay in the last 5 years?

Any regular prescription medications?

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