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1 → Contact Information

Preferred Method of Contact

Phone Text Email

2 → Who Are You Planning For?

Myself My Family My Business My Fraternity or Sorority My Church or Faith-Based Community My HBCU or Alumni Group A Nonprofit or Community Organization

3 → What Are Your Top 3 Goals? (Select up to 3)

Life Insurance Coverage Health or Medicare Options Auto or Home Insurance Business or Commercial Insurance Legal Protection Estate Planning for Generational Wealth College or Scholarship Planning Building a Family Trust Leaving a Legacy for Future Generations

4 → Do You Currently Have Life Insurance?

Yes No Unsure

6 → When Was Your Estate Plan, Will, or Trust Last Reviewed or Updated?

Multiple Choice

Within the last year — everything is current 1–5 years ago — may need an update More than 5 years ago — needs review I have documents, but I’m not sure if they’re valid I don’t have a will, trust, or estate plan in place Not applicable

7 → Would You Like Affordable Access to Legal Services for Your Family or Business?

Single Choice

Yes – I’d like ongoing access to attorneys for family needs (wills, contracts, advice) Yes – I’d like affordable legal protection for my business (employees, contracts, disputes) Both family and business legal services No, not right now

8 → What’s Your Monthly Budget for Insurance or Legacy Planning Services?

Multiple Choice

Under $100 $100–$250 $250–$500 $500–$1000 $1,000 or more Not sure yet

9 → Would You Like a No-Cost Consultation?

Multiple Choice

Yes – Schedule a legacy review No – Just send more information Maybe later

10 → Are You Representing a Business or Organization?

Multiple Choice

Yes No

13 → AI Customer Service & Automation

Yes – I’d like an AI-powered system to capture leads, follow up automatically, and grow my business No Maybe later

14 → Final Step — Would You Like to Book a 15-Minute Legacy Planning Call?

Multiple Choice

Yes – Let’s book now No – Just follow up later I need more info first

15 → Who Referred You to Complete This Survey?

Multiple Choice + “Other”

Josie Torres – Legacy Wealth Strategist (Mastermind) James McMorris – Kingsmen Vanguard Group Dr. Kimberly H. McMorris – Conference of Black Mayors Omega Psi Phi Fraternity Mastermind Coach/Facilitator Other (please specify)

16 → Join Our Team to Empower Our Communities

Would you like to learn how to join our team and help empower families, businesses, and communities through insurance, financial literacy, and legacy planning?

Yes – Send me more info Maybe later No, not at this time

Thank you for completing the KVGLegacy Intake Survey!
Your responses have been received. We believe protecting families, empowering businesses, and building legacies is the foundation of stronger communities.

KVGLegacy.com Intake Survey