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Insurance checklist

What you should know before talking to your advisor about life insurance.

Life insurance is a serious subject. But if you’re thinking about it and aren’t sure what you need to know, answering some key questions can help prepare you to speak with your advisor about planning what’s right for you and your family. This worksheet can help you get organized by focusing on some key questions.  

Click on the image below to download a fillable pdf.

Image of insurance checklist


© 2020 Manulife. The persons and situations depicted are fictional and their resemblance to anyone living or dead is purely coincidental. This media is for information purposes only and is not intended to provide specific financial, tax, legal, accounting or other advice and should not be relied upon in that regard. Many of the issues discussed will vary by province. Individuals should seek the advice of professionals to ensure that any action taken with respect to this information is appropriate to their specific situation. www.manulife.ca/accessibility 

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