The Peace of Mind Checkup Step 1 - Iriz Chan - Your Trusted Financial Advisor

Privacy is the cornerstone of my practice: the details you share here are strictly confidential, used only to provide you with the most accurate blueprint possible. Answer honestly, and I’ll provide a roadmap tailored to your “Peace of Mind.”

Your info is encrypted and will never be shared with third parties. Ever.

Which of these 'Sleep-at-Night' factors is your top priority today? (Select all that apply)

Family Lifestyle & Debt Shield: To ensure my paycheck never stops for my family and all debts (mortgage, loans, credit cards) are wiped clean so they can stay in our home.
The Recovery War-Chest: To provide immediate cash for Critical Illness (Cancer, Heart Attack, Stroke) or long-term care so I can focus on getting well without draining our life savings.
The Children’s Launchpad: To guarantee my kids’ college tuition and future are secure, ensuring their dreams aren’t dependent on my presence.
Generational Legacy: To leave a tax-free gift that changes my family’s trajectory for generations or provides liquidity for business/estate taxes.
Professional Discovery: I’m not sure yet—I have complex needs and want a professional to help me find the gaps in my current fortress.

Let’s focus on what matters most.” It’s normal to want it all, but let’s identify the ‘Pillars of your Fortress’ that we need to build first. Selecting these helps me rank the urgency of your protection plan so we can tackle your biggest worries immediately.

How is your overall health today? (This helps me find your best possible rate)

Excellent: I have no known medical issues and live a healthy lifestyle.
Good: I have a few minor/managed things (like slight BP or cholesterol) but nothing serious.
Challenged: I have some ongoing health conditions I’m managing.
Prefer to discuss: I’d rather explain this privately during our call.

Your health is actually more valuable than your income—it’s what allows us to secure the best possible rates. A quick ‘status check’ here helps me identify which specialized programs you qualify for right now, ensuring the proposal I build is both accurate and achievable.”

How do you currently fuel your family’s lifestyle and goals?

If we found the best policy or financial plan for you, how soon would you want it active?

Immediately—I know I need it and I’m ready to sign as soon as possible.
Within the next month—I need to review my budget first.
I’m not sure—I’m still in the ‘information gathering’ phase.

Let’s set the tempo for our partnership. A protection blueprint is designed to move as fast or as carefully as you need. Answering this helps me respect your timeline. Whether you are just ‘window shopping’ for ideas or ready to secure your legacy this week, your honesty helps me provide the right level of support.

If your income stopped today, how much monthly support would your family need to stay in their current home and keep their current lifestyle?

My goal is to ensure there is zero ‘lifestyle gap’ if a curveball hits. Select the range that most closely matches your monthly take-home pay so I can architect a plan that replaces it 100%

correspondence rates? Philippine

Name

First

Last

Who am I building this fortress for? To ensure your strategy is as unique as your career journey, I like to keep things personal. Your details stay strictly between us as we begin crafting your roadmap.

What is the 'Starting Point' for your rates? (Enter your Birthdate. Format: May 1, 1990)

In insurance, age is your greatest leverage. I need your birthdate to calculate the exact ‘early-bird’ rates available to you. Locking in your Fortress Plan today ensures you get the maximum protection for the lowest possible cost before your next birthday.

What is your best email for our private correspondence

100% Privacy Guaranteed. I will never share your email with third parties or flood your inbox with marketing. This is strictly for delivering your personal financial assessment and coordinating our next steps

Best Contact Number

Your privacy is my priority. I only use this number to send a confirmation once your Blueprint is ready or to schedule our deep-dive session. No robots, no spam, and no unwanted sales calls—just a direct line to your expert partner

How would you prefer to connect or confirm our strategy session

WhatsApp
Viber
Telegram
Regular Phone Call

I respect your schedule and your privacy. Whether you’re navigating a busy office or a different time zone, I want to meet you where you’re most comfortable. Choose the platform that works best for your lifestyle, and I’ll use that—and only that—to coordinate our next steps.

When should we open the gates to your Fortress? (Preferred Contact Window, Philippine Time Zone)

Weekday Mornings (9am – 12pm)
Mid-Day / Lunch Break (12pm – 3pm)
Weekday Afternoons (3pm – 8pm)
Weekend Catch-up (10am – 5pm)

Your time is your most valuable asset, and I intend to protect it. I don’t do ‘surprise’ calls. Please select your ideal window so I can reach out when you are relaxed and ready to focus on your family’s future. If you are overseas, please tell me more on the last box.

Any final notes for your Fortress Blueprint

Use this space to share any specific questions or unique circumstances you’d like me to review before we connect. I’m here to listen.