Checklist
Life Insurance Review Checklist
Already have coverage? A periodic review keeps it aligned with your life.
Already have coverage? A periodic review keeps it aligned with your life.
Your checklist
- Confirm your beneficiaries are current
- Revisit your coverage amount after major life changes
- Check whether term coverage is nearing its end date
- Consider whether your needs have shifted (paid-off debts, new dependents)
- Review any policy that builds cash value with your advisor
This checklist is educational and general. Eligibility, carriers, plans, timing, and availability vary by situation and state.
Related coverage
Coverage this checklist connects to
Related life events
Moments this checklist helps with
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.