Chapter 10 · Hitting A Financial Grand Slam
Insurance Coverage Review
List your policies and review whether each still fits your situation. The review status is your own assessment.
Review date (optional)
Insurance inventory
Enter premiums as monthly amounts (annual ÷ 12, or six-month ÷ 6). Coverage amounts aren't comparable across policy types, so they aren't totaled—use Notes to say what the number means (death benefit, monthly disability benefit, liability limit, etc.).
Review scoreboard
Counts reflect your own selections. "Adequate" doesn't verify that coverage is sufficient, current or enforceable.
Follow-up actions
Privacy: don't enter Social Security numbers, full policy numbers or passwords. This review doesn't verify active policies or calculate how much insurance you need—talk with a licensed professional for that.
Educational planning tool; not personalized financial advice. Nothing you type is saved or sent anywhere — use Save as PDF to keep a copy.