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Annual review checklist

Whether you’re planning your annual review with a financial professional or just collecting your financial information in one place, a yearly checklist can be a useful and convenient tool It’s also good way to track any changes in your life that might have an impact on your finances later.

For your convenience, we’ve provided a fairly standard list below (you should feel free to customize it to your particular needs).

Date:

Name:

Residence Phone:

Business Phone:

Since our last annual review, I:

  • Have changed my residence/business address and/or telephone
    • My new address is:
    • My new phone number is:
  • Have bought a house
  • Have had a new baby and
    • His/Her name is:
    • Date of Birth:
  • Have changed my marital status
  • Made a change in employment
  • Started a new business
  • Acquired/lost insurance coverage:
    • Medicinal
    • Disability
    • Life
  • Wish to change the beneficiary on one or more policies
  • Wish to review my policies

I would like to learn more about:

  • Personal Insurance Planning for:
    • Life Insurance Needs
    • College Funding
    • Mortgage Funding with life insurance
    • Funding Qualified Retirement Plans
    • Estate Conservation
    • Charitable Giving
    • Gifts to Children/Grandchildren
    • Other
  • Products:
    • Individual Life Insurance
    • Fixed and Immediate Annuities
    • Disability Income Insurance
    • Health Insurance
    • Employee Health Benefit Plans
    • Long-Term Care Insurance
  • Business Insurance Planning for:
    • Business Overhead Expense Insurance
    • Buy-Sell Funding
    • Deferred Compensation funding with life insurance
    • Executive Bonus plans with life insurance
    • Salary Continuation Plans
    • Funding for Qualified Plans
    • Key Person Protection with life & disability income insurance
    • Other

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