Policy Review Checklist

Rows	Yes	No	Not Sure
Do you know when your life insurance policy was issued?
Have your family circumstances remained the same since you received your policy?
Have you had your policy reviewed in the last five years?
Do you know where your insurance policy is kept?
Are the listed beneficiaries up to date?
Have you investigated having a Long Term Care rider included with your life insurance policy?

YOUR RISK PROFILE >>

RISK SCALE:

LOW [0-5] You're in good shape. Keep up the good work!
MODERATE [6-11] There are isolated planning issues you need to address.
DANGEROUS [12-18] You have ignored important aspects of protecting your family and lifestyle.
SEVERE [19+] These issues need your immediate attention.

Your score represents a basic Risk Profile. Please contact the professional who sent this form if you would like a free, no-obligation review of your existing life insurance policy or policies.

COULD YOU BENEFIT FROM A POLICY REVIEW