Download our Checklist: What Issues Should I Consider When Purchasing A Life Insurance Policy?

Life insurance is key to comprehensive financial planning, whether it serves a traditional risk management function or is put to another use. In the course of life, you will likely analyze the need to purchase a new life insurance policy at several points. This can be of particular importance for those who may be uninsured or underinsured and need to protect their loved ones.

To help you guide you through an introductory life insurance conversation, we have created this checklist. It covers key considerations, including:

Purpose of coverage | Appropriate amount of coverage | Types of policies | Rider options