Checklist
Life Insurance Basics Checklist
New to life insurance? These steps make the first conversation easier.
New to life insurance? These steps make the first conversation easier.
Your checklist
- Think about who depends on your income financially
- Estimate obligations you'd want covered (debts, income, education)
- Understand the difference between term and permanent coverage
- Consider how long you want coverage to last
- Gather basic health and lifestyle details for a quote
This checklist is educational and general. Eligibility, carriers, plans, timing, and availability vary by situation and state.
Related coverage
Coverage this checklist connects to
Prefer to talk it through?
Every situation is a little different. Our team can walk this checklist with you and answer questions along the way.