InsuranceQuoteToolkit

HPOS · Decision Layer

What should you do next?

A severity-ranked list of every coverage, preparedness, asset, retirement, and family protection gap detected for your household — with HPOS-score impact estimates and a phased action plan.

Priority Score

0/100

Alignment with your top recommended actions

Active Priorities

8/8

Detected gaps across all categories

Critical / High

8/8

Items needing 30-day or 90-day action

Top 3 Priorities

Start here. These have the highest combined severity and HPOS impact.

#1CriticalFamily30 days

Life insurance below 10× income

Coverage gap ≈ $1200k vs 10× income target.

Action: Add term life ladder to close gap.

+10

HPOS pts

Life Estimator
#2HighCoverage90 days

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

Multiple insurance lines show below-target scores. A coordinated review closes 2–3 gaps at once.

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

+8

HPOS pts

Annual Checkup
#3HighLiability90 days

Umbrella liability below $1M

Single lawsuit can exceed net worth. Standard recommendation: ≥ net worth.

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

+6

HPOS pts

Umbrella Estimator

Top 5 Priorities

#4HighIncome90 days

Disability income below 60% of gross

Most workers have no private LTD or capped employer LTD.

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

+6

HPOS pts

Income Protection
#5HighCoverage90 days

Emergency fund < 3 months

Cash gaps force claims on minor losses and shred coverage health.

Action: Build to 6 months essential expenses.

+6

HPOS pts

Financial Resilience

Protection Action Plan

Phased plan covering the next 30 days through long horizon.

Now (30 days)

#1CriticalFamily30 days

Life insurance below 10× income

Coverage gap ≈ $1200k vs 10× income target.

Action: Add term life ladder to close gap.

+10

HPOS pts

Life Estimator

Next (90 days)

#2HighCoverage90 days

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

Multiple insurance lines show below-target scores. A coordinated review closes 2–3 gaps at once.

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

+8

HPOS pts

Annual Checkup
#3HighLiability90 days

Umbrella liability below $1M

Single lawsuit can exceed net worth. Standard recommendation: ≥ net worth.

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

+6

HPOS pts

Umbrella Estimator
#4HighIncome90 days

Disability income below 60% of gross

Most workers have no private LTD or capped employer LTD.

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

+6

HPOS pts

Income Protection
#5HighCoverage90 days

Emergency fund < 3 months

Cash gaps force claims on minor losses and shred coverage health.

Action: Build to 6 months essential expenses.

+6

HPOS pts

Financial Resilience
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