Athlete Discovery | InsureLegacy

01

Who You Are

Identity before income — this is where we start

First Name *

Last Name *

Email Address *

Phone Number

Sport *

Position / Role

Where Are You in Your Career? *

Active — currently competing professionally

Active — college athlete preparing for next level

Transitioning — career winding down in the next 1–2 years

Post-career — sport career has ended

How long have you been competing at this level?

Outside of sport, how do you see yourself? *

Primarily as an athlete

Athlete and entrepreneur

Athlete and family person

Still figuring that out

02

Your Earning Profile

Athletes earn differently — compressed windows, variable income, endorsements

How are you primarily compensated? *

Professional contract (league salary)

NIL deals and college compensation

Endorsements and brand deals

Mix of contract and endorsements

Career has ended — no longer earning from sport

Approximate Annual Income from Sport

This stays confidential and is only used to size the right protection strategy.

How many years of earning potential do you estimate you have left in sport?

5 yrs

Do you have income sources outside of sport?

Yes — business ownership

Yes — real estate

Yes — investments

No — sport is my only income

Do you have an agent, financial advisor, or money manager?

Yes — agent only

Yes — financial advisor

Yes — both

No — I manage it myself

03

Financial Awareness

No judgment here — we need to know where you're starting from

How would you describe your current relationship with money? *

I earn well but don't have a real plan

I have some things in place but I know there are gaps

I feel protected and have a solid foundation

I am behind and need to catch up fast

Money has been mismanaged — I need to rebuild

Do you currently have life insurance?

Yes — through a team or league

Yes — personally owned

No

Not sure

Do you have a will, trust, or estate plan?

Yes — fully in place

Partially — started but not complete

No

Not sure

What is your biggest financial concern right now?

Protecting my income before it stops

Making sure my family is taken care of

Not knowing what to do after the game ends

Building wealth that lasts past my career

Starting over financially and rebuilding

04

Family & Protection

Who depends on you — and who do you want to protect

What is your current family situation? *

Single — no dependents

Partner or spouse

Children

Spouse and children

I support extended family

Do you financially support anyone outside your immediate household?

Yes — parents

Yes — siblings

Yes — extended family

No

If your income stopped tomorrow, how long could you sustain your current lifestyle?

Less than 3 months

3–6 months

6–12 months

1–2 years

2+ years — I have a real safety net

What does "legacy" mean to you?

05

Life After Sport

The transition is real — let's get ahead of it now

Have you started thinking about what you do after the game? *

Not yet — I'm focused on the game right now

Starting to think about it

Yes — I have some ideas and interests

I am already in transition right now

Career is over — I am rebuilding

What direction are you interested in after sport? (Select all that apply)

Business ownership

Real estate

Coaching or mentoring

Insurance and financial services

Media or content

Not sure yet

On a scale of 1–10, how prepared do you feel for life after sport?

5 / 10

What is the one thing you wish someone had told you about money and protection earlier?

06

Your Next Step

What are you looking for from InsureLegacy

What do you need most right now? *

A protection plan built around my career timeline

Help understanding how insurance and money actually works

A legacy strategy for my family's long-term security

A path to build income in the insurance business

All of the above — I need the full picture

How did you find InsureLegacy?

Is there anything else you want us to know before we connect?