- Review life-insurance holdings
- Discuss adequacy and appropriateness of coverage
- Discuss loan and withdrawal planning
- Discuss appropriateness of surrendering old policies (or more efficient maintenance)
- Complete update of policy information (e.g., cash value, dividend account, load status)
- Review and coordinate ownership and beneficiary designations with estate plan
- Review long-term disability coverage
- Review long-term-care policies
- Review property and casualty insurance:
- Review adequacy and appropriateness of homeowner's coverage
- Review adequacy and appropriateness of auto coverage
- Assess need for personal excess-liability coverage
- Review specialty coverage: boats, yachts, airplanes, business pursuits
