WEDOIT PROTECTION ASSESSMENT
Find Your Protection Options
A quick 2–3 minute assessment designed to help you understand what areas of financial protection may be worth exploring.
What We'll Explore Together
The assessment covers key areas that help identify strategies worth discussing.
What to expect: Based on the information provided, there may be several strategies worth exploring. This is an educational tool—not a recommendation or application for coverage.
YOUR GOALS, YOUR PRIORITIES
What Are You Trying to Protect?
Every family's situation is different. Find the one that matches yours, and we'll help you explore options from there.
Protect My Family
Explore ways to support the people who depend
on you.
Prepare for Retirement
Learn about strategies designed to support the years after you stop working.
Protect My Income
Understand options that may help when a paycheck can't be counted on.
Protect My Business
See how coverage may help a business and the people who depend on it.
Protect My Home
Consider how the mortgage would be handled if something happened to you.
Build My Child's Future
Explore ways to plan ahead
for the children in
your life.
LIVING BENEFITS EDUCATION
Life Doesn’t Always Give a Warning
Major health events can affect work, income and savings. These questions can help you begin a calm, informed conversation.
Cancer
"What happens financially when treatment affects work?"
Stroke
"What happens when income suddenly
stops?"
Heart Attack
"Could the household continue paying expenses during recovery?"
Chronic Illness
"How could long-term
care needs affect
savings?"
OUR PROCESS
How WEDOIT Works
A simple, transparent, low-pressure process designed around you.
01
Tell Us About the Goal
Complete a short assessment and share what matters most to you.
02
Explore Available Options
A licensed professional reviews your needs and available carrier/product options.
03
Choose With Confidence
Understand benefits, limitations and costs before applying.
04
Stay
Connected
Review your protection as your circumstances change.
SOLUTIONS & TRUST
Solutions for What Matters Most
A range of options from multiple carriers—explained clearly so you can choose with confidence.
Term Life
Affordable protection for a set
period.
Living Benefits
Access benefits during health
events.
Whole Life
Lifelong coverage with cash value growth.
Final Expense
Help cover end-of-life costs with dignity.
IUL
Indexed universal life with potential for cash accumulation.
Annuities
Strategies for steady retirement income.
Frequently Asked Questions
Common questions from families nationwide about insurance and IUL