Life Insurance Through Work: A Retirement Planning Checklist
Find your employer life insurance documents, confirm what happens at retirement, and record deadlines and benefit contacts for your family.
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Policy Reviews
Understand current coverage before deciding whether anything needs to change.
Gather your current policy, beneficiary details and recent statements before considering a change. Use checklists for retirement, illustrations and replacement to compare keeping coverage with other options.
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How to Read a Life Insurance Illustration
Separate guaranteed and nonguaranteed values, compare premium assumptions, spot surrender and loan effects, and request useful in-force policy projections.
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Read articleWhat Should You Review on an Existing Life Insurance Policy?
Use a practical policy-review checklist for premiums, beneficiaries, expiration, cash value, loans, riders, guarantees, and current illustrations before considering changes.
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Should You Replace an Existing Life Insurance Policy?
Evaluate a proposed life-policy replacement against keeping or adjusting coverage. Review underwriting, costs, lost guarantees, exclusions, and state requirements.
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YOUR NEXT STEP
Request a coverage review
Use the existing coverage form to start a conversation about your goals. An inquiry is not an instant quote, application, or approval.