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> Life insurance client checklist
Life insurance client checklist
Client Information
Name
Date of Birth
Gender
Contact Information
Phone Number
Email Address
Address
Financial Information
Annual Income
Assets
Savings
Investments
Real Estate
Other
Liabilities
Mortgage
Loans
Credit Card Debt
Other Debts
Insurance Needs
Current Life Insurance Policies
Policy Type
Coverage Amount
Beneficiary
Desired Coverage Amount
Desired Policy Type
Desired Policy Length
Additional Insurance Needs
Mortgage Protection
Income Replacement
Education Funding
Funeral Expenses
Estate Planning
Other
Health Information
Height
Weight
Current Health Conditions
Medical History
Medications
Smoking Habits
Alcohol Consumption
Family Medical History
Occupation and Hobbies
Occupation
Job-related Risks
Hobbies
High-risk Activities
Financial Dependents
Spouse
Name
Date of Birth
Annual Income
Additional Insurance Needs
Children
Name
Date of Birth
Additional Insurance Needs
Preferred Insurance Provider
Research and Compare Providers
Considerations
Financial Stability
Policy Options
Customer Reviews
Premium Costs
Claims Process
Policy Review and Finalization
Review Policy Terms and Conditions
Understand Premium Payments
Discuss Riders and Add-Ons
Complete Application and Underwriting Process
Policy Delivery and Payment
Note: This checklist is just a general guideline and may vary depending on individual circumstances and specific requirements of the life insurance provider.
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