Lesson 1 of 0
In Progress

Life Insurance Checklist

Debts & Liabilities

What debts and liabilities would I leave behind if I died today?

  • Student loans
  • Personal Loans
  • Mortgage
  • Car loans
  • Credit Cards
  • Final Expenses

Family Lifestyle Needs

What needs will your family still have if you are no longer apart of the household?

  • Child Care
  • HouseHold Expenses
  • College Education Funding
  • Legacy

How do you want to be remembered when you’re gone

  • Inheritance for heirs or loved ones
  • Leave a Gift to a Charity or Organization(s)

“We truly live in a great society when a person plants a seed for a tree whose shade they will never sit under.”

Once you have identified what categories would need to be addressed in your life insurance needs. Use the life insurance calculator to add up your totals.