Suggest a Flowchart or Checklist
All the insurances you should consider and why
I would like the insurance decision to incorporate the 3 main questions that I put to clients regarding if there is any "need" for life insurance. Namely, do you need it for business? do you need it for estate taxes? or is someone whom you care about and want to protect going to be adversely impacted financially should you die? I find that these questions cut through a lot of noise right up front with clients.
I think this would be very helpful as well for those of us going up against the whole life salespeople of the world. A simple flowchart of needs with a permanent vs term option. The sales folks are armed with impressive pitches, we should make something for our side.
Agree - would potentially like to see a variant that looks at term life vs permanent life options.
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