Client Discovery Card
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Client Discovery Summary
Generated on October 26, 2026
PrimusMax℠
Confidential
Client Profile
NameSarah Jenkins
Emailsarah.j@example.com
Age Range45-54
Income Level$250k - $500k
Analysis
Primary Match
Indexed Universal Life (IUL)
Wealth Readiness Score
85/100
Wealth Readiness Projections
- Current Trajectory
- Fixed Annuity
- IUL Growth
Quiz Responses
Risk ToleranceModerate to Conservative
Primary GoalTax-Free Retirement Income
Timeline10-15 years
Current Savings$500k - $1M
Key Insights
- High priority on tax mitigation during retirement distribution phase
- Needs downside protection from market volatility
- Looking for supplemental income beyond traditional 401(k) and Social Security