Helping Diligent Advisors Ensure They're On The Right Planning Path
Updated 12/1/2023
Life insurance is a complex topic, and it often leaves many clients confused about what they should do with their existing policy.
With this checklist, you will be better prepared to help your clients understand their life insurance policy and determine whether it is still appropriate for their financial situation.
This checklist covers the key issues to consider when reviewing a client’s existing life insurance policy, such as: