What Issues Should I Consider When Reviewing My Existing Life Insurance Policy?
Overview
A life insurance policy purchased years ago was built around the life you had then, income, dependents, debts. It's worth checking periodically whether that coverage still matches the life you have now.
For permanent policies especially, performance can drift from original projections over time, which makes an occasional check-in worthwhile even if nothing else in your life has changed.
What this checklist covers
- 1General policy review
- 2Tax issues
- 3Estate issues
Common questions
Review your coverage against the full checklist
Everything worth confirming before you buy, renew, or replace a policy.
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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.