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Private structure check

Is your income protection structured properly?

Built for self-employed professionals and business owners who want to understand income exposure, protection efficiency, and whether premium recovery options may be worth reviewing.

This quick check reviews:
  • How dependent your household and business are on your income
  • How long your current structure could hold under pressure
  • Whether your protection is just an expense — or potentially recoverable
Question 1 of 7

How dependent is your household or business on your personal income?

This identifies whether your income is just personal income — or the engine behind multiple responsibilities.

A My income supports mostly myself
B My income supports my household
C My income supports both household and business obligations
D My income supports household, business, and employees or contractors
Question 2 of 7

If your income stopped tomorrow, how long could your household and business continue without major changes?

A Less than 30 days
B 30 to 90 days
C 3 to 6 months
D More than 6 months
E I'm not sure

Now let's look at the structure behind your protection...

Question 3 of 7

Do you currently have personal income protection or disability coverage outside of basic government programs?

For self-employed professionals, relying only on government support is usually not a strategy.

A Yes — I have personal coverage
B Yes — but I have not reviewed it recently
C No
D I'm not sure what I have
Question 4 of 7

Do you know whether your protection premiums could ever be recovered if unused?

This is the premium-efficiency question most people never ask.

A Yes — my plan has a return-of-premium feature
B I have coverage, but I do not know if premiums are recoverable
C No — my premiums are not recoverable
D I'm not sure
Question 5 of 7

If you could not work for 90 days, what would be affected first?

A Household expenses
B Business cash flow or operations
C Both household and business obligations
D I have enough reserves to cover both
E I'm not sure

Last two questions. These determine whether this is worth reviewing privately...

Question 6 of 7

When was the last time you reviewed your income protection structure?

A Within the last 12 months
B 1 to 3 years ago
C More than 3 years ago
D I have never reviewed it properly
Question 7 of 7

Are you responsible for making protection decisions for your household or business?

This helps determine whether a private assessment is appropriate.

A Yes — I am the primary decision maker
B Yes — shared decision maker
C No — someone else makes those decisions

Your next step
Book Your Private Income Protection Assessment

We will review your income, obligations, current protection, and premium efficiency — then identify whether your structure needs to be strengthened, simplified, or optimized.

Book My Private Assessment →
Private · Strategy-first · No obligation