Life insurance is key to comprehensive financial planning, whether it serves a traditional risk management function or is put to another use. In the course of a client relationship, you will likely analyze the need to purchase a new life insurance policy at several points. This can be of particular importance with new clients who may be uninsured or underinsured and need to protect their loved ones.
To help you guide your clients through an introductory life insurance conversation, we have created this checklist. It covers key considerations, including:
Updated for 12/1/2022
Click here for a client-facing email template.