✅ Quick Life Insurance Checklist

Are you really covered the way you think you are? Use this quick list to find out—and see if it’s time for a deeper look.

👨‍👩‍👧 Who Are You Protecting?

• Do you have people who rely on your income?

• Would your family be financially okay if something happened to you?

💵 What Would Need to Be Covered?

• Mortgage or rent

• Day-to-day living expenses

• Kids’ education

• Loans, debts, or credit cards

• Final expenses like burial or medical costs

📦 What Do You Already Have?

• Do you have any life insurance through work?

• Do you know how much coverage it provides—and if it’s enough?

• Do you have any personal life insurance policies?

⏱️ When Did You Last Review Your Policy?

• Has it been more than 2 years?

• Have you had any life changes—like a marriage, new baby, home purchase, or job switch?

💬 Not Sure What You Need? That’s Okay.

The right amount of coverage depends on your unique situation—and it’s probably easier to figure out than you think.

📅 Let’s walk through it together.
Schedule a quick appointment to get clear, confident, and covered.

👉 Call 817-345-0155 or contact us to set up an appointment for a full review.