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Conversation starters for a life insurance review For a thorough review, use this checklist to guide your discussion with a client or prospect. Topic Death benefit amountWhat you can say or do How

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What is a life insurance review?

A life insurance review is a process where an individual assesses their current life insurance policy to ensure it still meets their needs and circumstances.

Who is required to file a life insurance review?

Any individual who holds a life insurance policy should regularly conduct a life insurance review.

How to fill out a life insurance review?

To fill out a life insurance review, individuals should gather information about their current policy, assess their coverage needs, and compare it with other available options.

What is the purpose of a life insurance review?

The purpose of a life insurance review is to ensure that the policyholder's coverage is adequate and still meets their financial goals.

What information must be reported on a life insurance review?

A life insurance review should include information about the current policy, any changes in the policyholder's circumstances, and comparisons with other insurance options.

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