P&C Review Checklist

Name:                                                                          Date:                                                  .

Current Policy(ies):________________________________________________________

This checklist is to help you think about the changes in your life in relationship to insurance products and services that are available to help you identify and mitigate risk.

Since I spoke with you last, I have:

• Changed my job
• Changed my residence
• Purchased or expanded my business
• Created a buy-sell plan
• Changed marital status
• Added to my family (including grandchildren)
• Changed my will
• Changed beneficiaries on my policies
• Bought or sold property/vehicles

For my family/me, I am interested in:

• Life insurance
• Disability insurance
• Long term care insurance
• Retirement planning
• Health insurance
• Home
• Vehicle
• Umbrella
• Other:

For my business, I am interested in:

• Risk Management
• Workers Comp
• Commercial General Liability
• Professional Liability
• Commercial Property
• Commercial Auto
• Employee Benefits (adding or improving non-medical benefits)
• Other: