InsuranceQuoteToolkit

Premium Report 11.0

Executive Protection Report

Grade D · Vulnerable — Immediate Executive Action

Overall executive grade D (52/100) — vulnerable — immediate executive action. Household ranks at the 17th percentile among US households on the HPOS composite. Currently at Stage 1 (Vulnerable); 3–6 months to advance to Emerging Stability. Net residual household risk is 30/100 across 11 catalogued exposures. 2026 Annual Resilience Score is 45/100; 2 of 6 domains improved year-over-year.

Generated 8/2/2026 · Review Year 2026 · Tier: executive

Executive Protection Score

46/100

Composite of Protection Index, HPOS, FSI

Executive Stability Score

49/100

Financial safety + future security horizon

Executive Risk Score (↓ better)

30/100

Lower is better — net residual exposure

Executive Resilience Score

49/100

Resilience trajectory + improvement capacity

Executive Summary

Overall executive grade D (52/100) — vulnerable — immediate executive action.

Household ranks at the 17th percentile among US households on the HPOS composite.

Currently at Stage 1 (Vulnerable); 3–6 months to advance to Emerging Stability.

Net residual household risk is 30/100 across 11 catalogued exposures.

2026 Annual Resilience Score is 45/100; 2 of 6 domains improved year-over-year.

Protection Domains

Six protectable domains with current tier and score:

  • Family: 28/100 — At-Risk
  • Assets: 65/100 — Moderate
  • Income: 23/100 — At-Risk
  • Retirement: 37/100 — At-Risk
  • Business: 100/100 — Elite
  • Disaster: 71/100 — Strong

Executive Action Plan

Immediate (0–30 days):

• Life insurance below 10× income — Add term life ladder to close gap.

Near-term (30–90 days):

• Protection Health is D — coordinate a multi-line policy review — Schedule a full annual protection review across life, disability, home, auto, umbrella.

• Umbrella liability below $1M — Add $1M–$5M umbrella above auto + home.

• Disability income below 60% of gross — Add private LTD to bridge to 60% of gross to age 65.

• Emergency fund < 3 months — Build to 6 months essential expenses.

Recommendations

  1. 1. Life insurance below 10× income

    Add term life ladder to close gap.

    Horizon: 30 days

  2. 2. Protection Health is D — coordinate a multi-line policy review

    Schedule a full annual protection review across life, disability, home, auto, umbrella.

    Horizon: 90 days

  3. 3. Umbrella liability below $1M

    Add $1M–$5M umbrella above auto + home.

    Horizon: 90 days

  4. 4. Disability income below 60% of gross

    Add private LTD to bridge to 60% of gross to age 65.

    Horizon: 90 days

  5. 5. Emergency fund < 3 months

    Build to 6 months essential expenses.

    Horizon: 90 days

InsuranceQuoteToolkit · Premium Report 11.0 · Generated for informational and planning use. Architecture-ready for PDF export and authenticated saving.