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

Updated 12/01/2023

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

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

This checklist covers the key issues to consider when reviewing a client’s existing life insurance policy, such as:

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

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Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
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— Trevor, an advisor in California
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— Ryan, an advisor in New York
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
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