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What's a Planning Topic you address or want to address with your clients every year?
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Which of these describes a current client situation?
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What Issues Should I Consider Before The End Of The Year?
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Life Insurance: An Important Piece Of The Financial Puzzle

February 17, 2022
Resource Additions

Life insurance is a valuable and appropriate tool that can assure your client’s family and business can carry on, should the unthinkable happen. 

To help guide your clients through an introductory life insurance conversation, consider using the “What Issues Should I Consider When Purchasing A Life Insurance Policy?” checklist. 

The Benefit Of A Life Insurance Checklist

Generally speaking, life insurance is a fundamental planning concern that you should address with every relationship in your book of business. When you guide an introductory-level analysis, you can help your client determine the right amount of coverage. What’s more, the checklist can tee-up file notes to record the reasoning behind the decisions. 

Show Up Ready For The Life Insurance Conversation

Regular insurance reviews should be part of every client relationship. Because insurance needs can change, having this checklist available can help you lead the client through critical considerations to (1) uncover gaps or issues the client may have overlooked and (2) provide creative solutions to your clients’ needs. Use it to discuss: 

  • The purpose of the coverage
  • The appropriate amount of coverage
  • The kinds of policies
  • Rider options 

You’ll find that this checklist will be helpful at various stages of every client’s life. Not to mention, when you are prepared to have the “what happens if …” conversation, you have the opportunity to provide deep value and a sense of peace to your clients and their families. 

Not yet a member? We can help you with that. You can go directly to the Become A Member page to evaluate the different membership levels and select the one that moves you closest to your goals. Or, if you’d prefer, you can register for a live demonstration with our team or email support@fppathfinder.com to receive answers to your questions in real time. 

Schedule A Live fpPathfinder Demonstration

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
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