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Annual Review Checklist

This checklist will help you prepare for your Annual Review. Please print and complete a copy of the checklist. It will help you to organize your financial information prior to your review with a New York Life Agent.

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 Offered:

  • 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

New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010
New York Life Insurance and Annuity Corporation (A Delaware Corporation), 51 Madison Avenue, New York, NY 10010

* Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation), a wholly-owned subsidiary of New York Life Insurance Co.
** Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state and locality.

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Annual Review Checklist

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