Free Resource

The Family Protection Checklist

A free 2-page guide covering what coverage to have at every life stage, how to pick beneficiaries, and the documents to keep with your policy.

What’s in the checklist

Our team put together a plain-English guide for families who want to get their life insurance and protection documents in order, without a sales pitch.

Inside:

• Coverage benchmarks by life stage, from new parents to empty nesters
• A simple formula for how much term coverage you actually need
• How to pick primary and contingent beneficiaries without creating problems later
• The 7 documents to keep with your policy so your family isn’t scrambling
• What to update after major life events (marriage, new child, divorce, home purchase)
• Questions to ask a life insurance advisor before you commit

Who it’s for

This guide is written for middle-income families who want to take care of their people without wading through industry jargon. If you’re a new parent, a homeowner, or someone who knows they need to “get their affairs in order” but isn’t sure where to start, this is for you.

How you’ll get it

Enter your email in the form on this page and the guide will be sent to your inbox immediately. No spam, no surprise phone calls. If you want to talk to our team later, you can book a free quote on your own terms.