Worksheets
Annual Insurance Review Workbook
A printable workbook that walks you through a yearly review of every policy you carry — so your coverage keeps up with your life.
What it is
A structured workbook with prompts for each type of coverage — health, life, Medicare, and more — plus space to note changes, questions, and next steps for the year ahead.
Who it helps
Anyone who wants to make sure their coverage still fits after a year of life changes — new jobs, new family members, new goals.
When to use it
Once a year, ideally before open enrollment, or any time a major life event changes what you need.
Resource Center
What you'll learn
- Which details to re-check on every policy each year
- How to spot coverage gaps before they cost you
- What life changes should trigger a coverage update
- How to organize questions for your advisor in one place
Questions
Frequently asked
How often should I review my insurance?
At least once a year, and any time you have a major life change like a marriage, new baby, home purchase, or job change. An annual review keeps your coverage aligned with your life.
Do I need an advisor to use the workbook?
No — it's designed to use on your own. But if questions come up, we're happy to review it with you at no separate cost.
Ready when you are
Want this resource or a hand walking through it?
We'll send it over and answer any questions — always education-first, never a sales pitch.