Life Stages and Event Inventory

insurance

This inventory can help you take stock of your life and determine if there are any recent or upcoming life events or life stage changes that require you to reevaluate your current insurance protection. Whether you complete this form and return it to us, or simply use it as a self-evaluation tool, we think you’ll find it helpful in focusing your attention on potential needs you have that may otherwise be overlooked.

Any of the following life events could mean a change in your financial needs.

Let us know which of these events you’ve experienced in the past year.

  • Bought or sold a home
  • Changed your estate plan
  • Death of a family member
  • Experienced an investment gain or loss
  • Financial windfall
  • Gained or lost a business partner
  • Health concerns
  • Kids off to college
  • Married or divorced
  • New child or grandchild
  • New investments or insurance
  • New job or promotion
  • Received an inheritance
  • Retired
  • Sold or acquired assets
  • Started or purchased a business
  • Other

What is your current life stage?

  • Caring for an aging parents
  • Domestic partnership
  • Empty nesters
  • Established professional
  • Married
  • Retired
  • Starting out
  • Student
  • Suddenly single

What are your financial planning objectives? Check all that apply.

  • Business and executive benefits
  • Business continuation
  • Disability income
  • Education funding
  • Estate planning
  • Income tax planning
  • Investment review
  • Major asset purchase or lease
  • Personal property or liability insurance
  • Planning for elderly parents
  • Retirement planning