• Nicole Marques

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 the PDF below to download your checklist.

Manulife Insurance Checklist
PDF • 164KB

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