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  • Welcome to Sage Financial Wellness

    The Sage Platform is an industry-first financial engagement software system, which analyzes an individual’s unique financial situation associated with retirement, life insurance, disability, long-term care, and student financial debt. This analysis examines whether or not an individual is adequately preparing for future financial successes.

    This survey will take approximately 4-5 minutes for completion. Please answer all questions to the best of your knowledge and understanding.

    Thank you in advance for your time.

  • Date Format: MM slash DD slash YYYY

  • Section 1: Financial Well Being

  • Part 1: How well does this statement describe you or your situation?

  • Part 2: How often does this statement apply to you?

  • Section 2: Financial Questionnaire

    Check all that apply.
    Check all that apply.

  • Section 3: Retirement

  • Did you know? Just 14% of American workers are very confident they will have enough money to live comfortably in retirement.
  • Did you know? 56% of workers report that they have not attempted to calculate how much money they will need to have saved for a comfortable retirement.
  • Did you know? 46% of Americans have less than $10,000 saved for retirement.
  • 4 or 1 green, 2 yellow, 0 or 3 red

  • Section 4: Life Insurance

  • Did you know? 40% of consumers report that they don’t think they have enough life insurance.
  • Did you know? The top three reasons for getting life insurance are: covering burial and other final expenses, replacing lost income and paying off the mortgage.
  • Did you know? Americans 55 and older now account for 20 percent of all bankruptcies, with the majority due to medical and funeral expenses
  • Did you know? People without life insurance are more focused on day-to-day expenses than folks who have a life insurance policy.
  • The total dollar amount of your Life Insurance value.
  • 2, red. 1, green. 0 yellow.

  • Section 5: Long Term Care Planning

    Did you know? A nursing home is not the only way that long-term care insurance pays. Long-term care insurance will also cover an assisted living facility, in-home care and a continuous care retirement community.
    Did you know? 70% of people over the age of 65 can expect to use some form of long-term care during their lives the average age of individuals that buy long-term care insurance is 48 years old.
    Did you know? The average 65-year-old couple will pay $240,000 in out-of-pocket costs for health care during retirement

  • Section 6: Disability Insurance

  • 3 red, 2 yellow, 0/1 green

  • Section 7: Student Loan Debt

  • 1 green, 2 yellow, 3 red

  • You are eligible for a Social Security Optimizer Report. This report is customized for your personal situation based on information you entered into the questionnaire.

  • Terms and Conditions

  • Retirement
    Score

    Life Insurance
    Score

    Long Term
    Care Score

    Student Loan
    Debt Score

    Disability Insurance

© Sage Financial Wellness

PRIVACY DISCLOSURE AND AUTHORIZATION FOR USE/DISCLOSURE OF PERSONAL INFORMATION

Privacy Disclosure: Certain Federal and State laws may require Sage, LLC to inform you how it collects, shares and protects the personal information you have provided through the Sage Financial Wellness Tool (located at https://sagefinancialwellnesstool.com/). Such personal information includes without limit your name, phone number, email address, date of birth, financial information, insurance information, and retirement information. All information you provide through the Sage Financial Wellness Tool hereinafter referred to as “Personal Information”.

The Sage Financial Wellness Tool questions are designed to obtain information from you in connection with an insurance or financial transaction for marketing and research purposes.

Sage, LLC may share your Personal Information with Affiliates and Nonaffiliates for marketing purposes to offer products and services to you. Sage, LLC may share your Personal Information for joint marketing with other financial companies and licensed agents and brokers. Sage, LLC may share your Personal Information with its Affiliates and Nonaffiliates for everyday business purposes and research and analytics. Each and every one of the foregoing reasons Sage, LLC can share your Personal Information hereinafter referred to as “Purposes”.

Affiliates means companies and individuals related by common ownership or control. They can be financial and nonfinancial companies and individuals.

Nonaffiliates means companies and individuals not related by common ownership or control. They can be financial and nonfinancial companies and individuals.

Compensation: Sage, LLC may receive compensation from Affiliates and Nonaffiliates for providing the Personal Information for the listed Purposes.

Authorization for Use/Disclosure of Personal Information: I voluntarily consent to and authorize Sage, LLC to use or disclose my Personal Information for the listed Purposes. I understand and agree that Sage, LLC may receive compensation for providing my Personal Information as allowed hereunder.

Term: I understand that this Authorization will remain in effect until I provide a written notice of revocation to Sage, LLC as provided below but not to exceed 24 contiguous months.

Redisclosure: I understand that Sage, LLC cannot guarantee that any recipient will not redisclose my Personal Information to a third party. The recipient and any third party may not be required to abide by applicable federal and state law governing the use and disclosure of my Personal Information.

Refusal to Sign, Right to Revoke: I understand that signing this form by clicking the accept button is voluntary. If I change my mind, I understand that I can revoke this authorization by providing a written notice of revocation to Sage, LLC at 410 Central Avenue, Suite 416 Great Falls, MT 59401. The revocation will be effective immediately upon Sage, LLC’s receipt of my written revocation notice, except that the revocation will not have any effect on any action taken by Sage, LLC in reliance on this Authorization before it received my written notice of revocation.

Limitation of Liability: I agree that I am using the Sage Financial Wellness Tool at my own risk. I agree that Sage, LLC, its Affiliates and Nonaffiliates, have no liability for any damages (whether direct or indirect, special, incidental, consequential or punitive) incurred by me as a result of my use of the Sage Financial Wellness Tool or information I receive from or submit to the Sage Financial Wellness Tool. I agree that Sage, LLC shall have no liability for any damages (whether direct or indirect, special, incidental, consequential or punitive) incurred by me as a result of any action by an Affiliate, Nonaffiliate, or any third party.

Security: Sage, LLC restricts access to Personal Information and only allow disclosures to persons and companies as permitted by this Authorization or by law to assist in providing products or services to you. Sage, LLC maintains physical, electronic, and procedural safeguards to protect Personal Information.

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