Free Life Events Insurance Checklist
Use this checklist to see which insurance policies, beneficiaries, debts, income needs, and family protection questions should be reviewed after a major life change.
Identify critical protection gaps
Know exactly what to update
Peace of mind for your family
Insurance Policies
Review every active policy to make sure coverage still fits your life.
Beneficiaries
Outdated beneficiaries are the #1 cause of delayed or disputed payouts.
Debts & Liabilities
Know exactly what your family would owe if income stopped tomorrow.
Income Needs
Calculate how much income your family would actually need to maintain their lifestyle.
Family Protection
Legal and guardianship questions that protect your loved ones.
Checklist Frequently Asked Questions
Quick answers about using the free checklist and your coverage review.
Is the Life Events Insurance Checklist free to use?+
Yes. The interactive checklist is completely free, and there is no obligation to purchase any insurance policy to use it.
Do I need to buy insurance to use the checklist?+
No. The checklist is an educational tool to help you review your coverage. You can use it without any purchase or commitment.
How long does a free coverage review take?+
A typical coverage review with a licensed agent takes about 20 to 30 minutes, either by phone or in person in Parrish, FL.
What should I bring to my coverage review?+
Bring a list of your current policies, beneficiary designations, debts, and household income information. The checklist helps you gather these details beforehand.
Will my information be kept private?+
Yes. Your information is secure and never shared. We use it only to prepare your personalized coverage review.
Want a Personal Review of Your Checklist?
Send us your completed checklist and we'll review your coverage gaps — free, no obligation. We'll email you a summary and reach out to schedule a time that works for you.
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