Life insurance summary and review roadmap
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Life insurance summary and review roadmap

7 months ago · 455.7 KB Download

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As a complement to her podcast, Life Insurance: Must Know Basics, Susan Bruno, CPA/PFS, has shared a tool that she uses with clients to review their life insurance policies. She includes a table to capture all key information as well as annual insurance policy check-up questions to determine if the policies are in good standing such as:

  • For non-guaranteed universal life policies, has the rate that was used to credit interest to your policy increased or decreased since your last review?

  • For term policies, when does your conversion period expire? Have you had any health changes that would impact your ability to explore a lower cost policy?

  • Does your current life insurance coverage also provide a long-term care/chronic care option?

Download the Handout: Life Insurance Roadmap & Tips

File name: 20211112-life-insurance-roadmap.pdf

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