LIFE INSURANCE & PROTECTION
Protect the people and responsibilities that matter most.
Life insurance can be an important part of a broader financial protection strategy. Start with the questions before the products.
UNDERSTAND FIRST
What would your family need if your income disappeared?
The protection conversation begins with family obligations, income needs, debts, dependents and long-term goals.
- Income replacement considerations
- Mortgage and debt obligations
- Education and family goals
- Final expenses
- Existing coverage and potential gaps
Coverage questions
Who depends on my income?
How long would my family need support?
What coverage do I already have?
Are there major financial obligations that need protection?
Review My PrioritiesEDUCATIONAL GUIDE
Start with the fundamentals
01
Need
Identify people and responsibilities that need protection.
02
Coverage
Understand broad types of coverage and how they differ.
03
Review
Life changes. Protection needs should be revisited.
Start with your protection priorities.
Use the roadmap assessment to identify areas worth discussing.