Legacy Health Check

Questions


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Basis for Risk Score


The result given to you is not statistically based but is used to indicate your risk on a scale of Low to Very High, relative to others. We do not represent, imply nor warrant that the result shown is comprehensive, accurate or appropriate for your circumstances and we shall not be liable for any misunderstanding or financial consequences by your acting on this report, for which we recommend that you seek professional advice before making any decisions.
Basis for Risk Score - Note this is not scientifically or actuarially based but sufficient for practical evaluation purpose
Age As one gets older, mortality increases faster.
Marital Status Marriage increases the risk of family losing assets without proper estate planning.
Dependants There is the risk that dependants lose the breadwinner or his/her assets without proper estate planning.
Income/Assets The risk of losing a breadwinner increases the need for proper estate planning. More so with business which is the major asset to the family.
Environment How and where one works or plays affects mortality, especially with frequent travels.
Health Health issues pose the highest risk of mortality besides age.

Result


Risk Score
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Risk Level
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Recommendations
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Please contact our Rockwills Estate Planner for further information or contact Rockwills Customer Service for an appointment at,
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