Life Insurance Review

End of Life Management Toolkit #4 | by Team Passare, Robert L. Shepard and Jeff A. Perry

Life insurance review is crucial. Finding the correct life insurance for yourself or your family members can be a daunting task but it is a vital component to your End of Life planning process. Life insurance review is necessary because it protects you, your family, and your business from uncertainty. This eBook provides in depth information on life insurance review.

Buying life insurance is an investment. To get the best return for your investment, you must choose the right company. Use our guide to perform a life insurance review and help you make the right choice based on your specific needs. This eBook includes information to help you think about and understand life insurance.

You Will Learn
  1. What is Life Insurance?
  2. Term or Permanent Insurance: Which is right for you?
  3. Taxes and Transfer of Ownership
  4. Irrevocable Life Insurance Trust
  5. Resources for Life Insurance Assistance
  6. Getting Prepared
  7. What’s Next
The eBook includes:
  1. Life Insurance Review Checklist
  2. Glossary of Life Insurance terms
  3. Glossary of Terms
Estimated Time Required:

45 to 60 minutes


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