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fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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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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See how our flowcharts and checklists help you navigate complex financial planning questions.
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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.
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
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