Checklist for a life insurance policy checkup

Use this checkup as part of your routine checkup of your clients’ life insurance policies or during evaluation of life insurance policies as a result in a change a client’s financial picture. This tool helps assess the current life insurance coverage, awareness of any lapsing policies, consideration of a life settlement, any impact from changing income tax rules, update of policy beneficiaries, the financial health of the current insurer, the pricing of the policy, the impact from change in the