Life insurance is key to comprehensive financial planning, whether it serves a traditional risk management function or is used for business succession, estate planning, or income replacement.

To help guide you through an introductory life insurance conversation, we are sharing this checklist with you. The checklist covers key considerations for determining a need for a life insurance policy, including:

  • Purpose of Coverage
  • Appropriate amount of coverage
  • Types of policies
  • Rider options

Take a moment to review: Issues to Consider When Purchasing a Life Insurance Policy.

If you answer “YES” to any of these questions, be sure to consult with your financial advisor as individual situations may vary. For more information, contact the PBMares Wealth Management team.

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PBMares Wealth Management