Helping Diligent Advisors Ensure They're On The Right Planning Path
A client’s life and health insurance policies are a key part of their overall financial plan. It’s important to review these policies each year to ensure that your client has the coverage they need. If there are gaps, you can work with your client 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 their clients when reviewing their life and health insurance policies. These types of policies play a key part in their overall financial plan and in protecting their family’s assets.
Click here for a client-facing email template.
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