What Issues Should I Consider When Reviewing My Existing Life Insurance Policy?

Life insurance is a complex topic, and it often leaves many confused about what they should do with their existing policy.

With this checklist, you will be better prepared to understand your life insurance policy and determine whether it is still appropriate for your financial situation.

This checklist covers the key issues to consider when reviewing your existing life insurance policy, such as:

• Understanding your policy’s in-force illustration, contract, riders, and other important information.
• Exploring the different options for, and as well as the pros and cons of, replacing, surrendering, or selling their policy.
• Reviewing your policy’s cash value accumulation and death benefit, and any potential tax consequences that may arise.
• Seeing how your policy fits in with any health and/or estate issues that may be present.

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