Insurance Review Checklist
A comprehensive guide to reviewing and optimizing all your insurance coverage for maximum protection and value.
What
A systematic review of all insurance policies including health, life, property, auto, and specialty coverage to ensure adequate protection and optimal value.
Why
Regular insurance reviews ensure adequate coverage, identify cost savings opportunities, update beneficiaries, and adapt to life changes and new risks.
When
Review insurance annually, after major life events (marriage, home purchase, new job), or when policies come up for renewal.
Progress: 0 / 48 (0%)