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Insurance & Risk Management

What Issues Should I Consider When Reviewing My Health and Life Insurance Policies?

Overview

Health and disability coverage often get set once during open enrollment and left alone for years. Both are worth a closer look periodically, especially as income, health needs, and family circumstances change.

The goal isn't necessarily to switch coverage, it's to confirm the coverage you have still matches the risk you're actually carrying.

What this checklist covers

  1. 1Health insurance issues
  2. 2Disability insurance issues

Common questions

Preview of the What Issues Should I Consider When Reviewing My Health and Life Insurance Policies? checklist

Review your coverage against the full checklist

Everything worth confirming before you buy, renew, or replace a policy.

PDF · 195 KB · No email required

Related Resources

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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.