Life Comes With Hidden Risks
What Are Yours?
No Sign Up Required
Less Than 5 Minutes
Anonymous & Secure
See if you are overpaying for insurance or missing coverage, while uncovering your financial strengths and weaknesses.
Life Comes With Hidden Risks
What Are Yours?
Life Comes
With Hidden Risks
What Are Yours?
See if you are overpaying for insurance or missing coverage,
while uncovering your financial strengths and weaknesses.
See if you are overpaying for insurance or missing coverage, while uncovering your financial strengths and weaknesses.
No Sign Up Required
5 Minute Assessment
Anonymous & Secure
Uncover Your Risks
And Save Money
Uncover Your Risks And Save Money
Uncover Your Risks
And Save Money
Receive A Personalized Assessment
WealthProtect generates a personalized report that analyzes your coverage and financial risk across 15 major life pillars. From medical insurance and income protection to retirment and more. We uncover vulnerabilities before they turn into surprise out-of-pocket costs.
Audit Your Current & Future Financial Risk
Your report audits the optimal cost of coverage, and how your existing or alternative coverage plans may handle shifting lifestyle dynamics. For additional context, we assess your current and future financial strengths and weaknesses.
Optimize Coverage & Stop Overpaying
By cross-referencing your coverage against local premiums, you'll be able to identify where you may be overpaying. You walk away with the data needed to optimize your policies, fix your weaknesses, and improve your long-term financial planning.
Receive A Personalized Assessment
WealthProtect generates a personalized report that analyzes your coverage and financial risk across 15 major life pillars. From medical insurance and income protection to retirment and more. We uncover vulnerabilities before they turn into surprise out-of-pocket costs.
Audit Your Current & Future Financial Risk
Your report audits the optimal cost of coverage, and how your existing or alternative coverage plans may handle shifting lifestyle dynamics. For additional context, we assess your current and future financial strengths and weaknesses.
Optimize Coverage & Stop Overpaying
By cross-referencing your coverage against local premiums, you'll be able to identify where you may be overpaying. You walk away with the data needed to optimize your policies, fix your weaknesses, and improve your long-term financial planning.
Receive A Personalized Assessment
WealthProtect generates a personalized report that analyzes your coverage and financial risk across 15 major life pillars. From medical insurance and income protection to retirment and more. We uncover vulnerabilities before they turn into surprise out-of-pocket costs.
Audit Your Current & Future Financial Risk
By synthesizing hundreds of multi-layered risk signals, our engine calculates your estimated financial risk exposure. The analysis audits your current coverage to provide a projection of how existing or alternative policies may handle shifting lifestyle dynamics, while also assessing your baseline financial strengths and weaknesses.
Optimize Coverage & Stop Overpaying
By cross-referencing your coverage against local premiums, you'll be able to identify where you may be overpaying. You walk away with the data needed to optimize your policies, fix your weaknesses, and improve your long-term financial planning.
How We Build Your Risk Profile
How We Build Your Risk Profile
How We Build Your Risk Profile
The inputs Used to Create your Personalized Report
The Inputs Used to Create Your Report
The inputs Used to Create your Personalized Report
Your Unique Signals
Gathers high-level details about your current coverage, household setup, lifestyle, priorities, and more. These inputs establish the foundation for mapping your unique exposure profile.
Local & Regional Market Data
We assess various local and regional pricing trends, market statistics, and up to date premium benchmarks in your specific area. This contextualizes your report by evaluating it against real world data.
The Calculation Engine
The engine distills the data and evaluates your risk exposure across 15 life pillars. It details and reviews your coverage gaps, potential premium waste, and financial strengths and weaknesses. A built-in simulator also lets you test how different policies may impact your risk.
Your Unique Signals
Gathers high-level details about your current coverage, household setup, lifestyle, priorities, and more. These inputs establish the foundation for mapping your unique exposure profile.
Local & Regional Market Data
We assess various local and regional pricing trends, market statistics, and up to date premium benchmarks in your specific area. This contextualizes your report by evaluating it against real world data.
The Calculation Engine
The engine distills the data and evaluates your risk exposure across 15 life pillars. It details and reviews your coverage gaps, potential premium waste, and financial strengths and weaknesses. A built-in simulator also lets you test how different policies may impact your risk.
Your Unique Signals
Gathers high-level details about your current coverage, household setup, lifestyle, priorities, and more. These inputs establish the foundation for mapping your unique exposure profile.
Local & Regional Market Data
We assess various local and regional pricing trends, market statistics, and up to date premium benchmarks in your specific area. This contextualizes your report by evaluating it against real world data.
The Calculation Engine
The engine distills the data and evaluates your risk exposure across 15 life pillars. It details and reviews your coverage gaps, potential premium waste, and financial strengths and weaknesses. A built-in simulator also lets you test how different policies may impact your risk.
200+
Risk Scenarios Simulated
200+
Risk Scenarios Simulated
200+
Risk Scenarios Simulated
15k+
Local Market Data Points
15k+
Local Market Data Points
30+
Personal Variables Analyzed
30+
Personal Variables Analyzed
How Wealth Protect Works
A Guide To Help You Navigate Your Report
Potential Risks Households Face
Are You Covered If Disaster Strikes?
Property Loss
average uninsured loss after a
disaster for underinsured homes.
- NAIC, FEMA
Medical Bill
of bankruptcies in the U.S. are
tied to medical expenses.
- American Journal of Medicine
Life Coverage
of Americans face financial hardship
within 6 weeks of losing a primary earner.
- LIMRA
Personal Liability
average personal liability
lawsuit cost in the U.S.
- Jury Verdict Research, ISO
How does WealthProtect use and protect my data?
Do I need to complete the entire assessment?
Does this replace speaking with an insurance agent or advisor?
What should I do after identifying a blind spot?
Is it free to take the assessment and see my risk profile?
Potential Risks Households Face
Are You Covered If Disaster Strikes?
Property Loss
average uninsured loss after a
disaster for underinsured homes.
- NAIC, FEMA
Medical Bill
of bankruptcies in the U.S. are
tied to medical expenses.
- American Journal of Medicine
Life Coverage
of Americans face financial hardship
within 6 weeks of losing primary earner.
- LIMRA
Personal Liability
average personal liability
lawsuit cost in the U.S.
- Jury Verdict Research, ISO
How does WealthProtect use and protect my data?
Do I need to complete the entire assessment?
Does this replace speaking with an insurance agent or advisor?
What should I do after identifying a blind spot?
Is it free to take the assessment and see my risk profile?
How does WealthProtect use and protect my data?
Do I need to complete the entire assessment?
Does this replace speaking with an insurance agent or advisor?
What should I do after identifying a blind spot?
Is it free to take the assessment and see my risk profile?
Potential Risks Households Face
Are You Covered If Disaster Strikes?
Property Loss
average uninsured loss after a
disaster for underinsured homes.
- NAIC, FEMA
Personal Liability
average personal liability
lawsuit cost in the U.S.
- Jury Verdict Research, ISO
Medical Bill
of bankruptcies in the U.S. are
tied to medical expenses.
- American Journal of Medicine
Life Coverage
of Americans face financial hardship
within 6 weeks of losing a primary earner.
- LIMRA
How Does It Work?
A Guide To Help You Navigate Your Report
How Does It Work?
A Guide To Help You Navigate Your Report
How Wealth Protect Works
A Guide To Help You Navigate Your Report
A Guide To Help You Navigate Your Report