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Home
About Tom
Coverage
Providers
FAQ
Contact

1-800-317-0625 Get Your Plan

Your Personalized Plan

This helps Tom understand your situation so he can recommend the right options for you.

Get Your Personalized Plan Schedule a Call

Not sure what you need?

Find the right coverage in 2 minutes.

Three quick questions, no email required. We’ll point you to the product that fits your situation and start your plan request with the context already filled in.

Already know what you need? Skip to the form ↓

Question 1 of 3

What are you trying to do?

Question 2 of 3

What’s your age range?

Question 3 of 3

How soon are you looking to act?

Your Match

Continue to Your Personalized Plan Learn more

Answer as best you can — approximate ranges are fine. Most people finish in about 5 minutes.

No pressure
No obligation
This is not an application
Approximate ranges are fine

A Medicare plan consultation with policy documents on the table

1About You

2What You’re Looking For

3Coverage & Financial Snapshot

4Risk, Liquidity & Replacement

5Final Notes & Contact Preferences

Your Name(Required)

First Last

Email Address(Required)

Phone Number

Optional. Tom will use this to reach out.

State of Residence(Required)

Your Age Range(Required)

Under 45

45–54

55–64

65–74

75 or older

Who are you planning for?(Required)

Just myself

Myself and my spouse or partner

This field is hidden when viewing the form

Spouse or Partner’s Age Range

Optional — helps Tom understand the full picture.

Under 45

45–54

55–64

65–74

75 or older

What are you mainly looking to accomplish?(Required)

Select all that apply.

Protect my family financially

Cover final expenses

Plan for long-term care

Create predictable retirement income

Protect savings from market losses

Leave something to my beneficiaries

Review or replace an existing policy or annuity

Not sure yet

What made you start looking into this now?

How soon are you looking to act?(Required)

Just exploring for now

Within the next few months

Within the next 30 days

I’d like to move forward soon

What do you currently have in place?

Select all that apply. If you’re not sure, just leave this blank.

Life insurance

Annuity

Long-term care coverage

CDs (certificates of deposit)

Stocks, bonds, or mutual funds

IRA or 401(k)

Not sure

None of the above

Current work or retirement status(Required)

Retired

Employed

Self-employed

Homemaker

Disabled

Other

Income mainly comes from

Select all that apply.

Salary or wages

Pension

Social Security

Investment income

Rental income

Disability income

Other

Approximate monthly household income

Approximate ranges are fine — exact numbers are not needed.

Approximate liquid savings or investable assets

Approximate ranges are fine — exact numbers are not needed.

This planning would likely involve

Optional — helpful for annuity or transfer conversations.

Cash savings

IRA or 401(k)

Annuity transfer

Life insurance cash value

Not sure yet

How would you describe your investment preference?(Required)

I prefer safety and predictability

I’m comfortable with some risk for more growth

I’m willing to accept more risk for higher potential return

Not sure

How important is access to this money over the next several years?(Required)

Very important — I may need access soon

Somewhat important

Not very important — this is longer-term money

Not sure

Do you expect to need withdrawals from these funds in the next few years?(Required)

Yes

No

Not sure

Do you have an existing policy or annuity you’d like reviewed or replaced?(Required)

Yes

No

Not sure

This field is hidden when viewing the form

If yes — what type?

Select all that apply.

Life insurance

Annuity

Retirement account (IRA / 401k)

Not sure

Are there any health, care, or living situation issues Tom should be aware of?

This is optional. You can share as little or as much as you’d like.

Best time to reach you

Select all that apply.

Morning (8am – noon)

Afternoon (noon – 5pm)

Evening (5pm – 7pm)

Anytime works for me

I prefer email or text

Preferred contact method

Phone call

Text message

Email

No preference

Anything else Tom should know?

One last thing

I understand this is not a final application. Tom may follow up to discuss options.

Independent insurance guidance rooted in 30 years of financial experience. Tom Attwell helps families find the right life insurance, long-term care, and retirement protection — with honesty, clarity, and care.

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Contact

1-800-317-0625

tomflash1@protonmail.com

1825 E Southern Ave, Tempe, AZ 85282

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