Download our Checklist: What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?

Your life and health insurance policies are a key part of your overall financial plan. It’s important to review these policies each year to ensure that you have the coverage they need. If there are gaps, we can work together to implement proper coverage. In this checklist, we focus on issues to consider when reviewing your client’s policies, including:

Health Insurance | Life Insurance | Disability Insurance | Long-Term Care Insurance

This is a comprehensive checklist of the types of issues that advisors should be discussing with you when reviewing your life and health insurance policies. These types of policies play a key part in your overall financial plan and in protecting your family’s assets.