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"The scary truth of policy ownership is that many permanent life insurance policies will not pay out at the time of an insured's death." - Tread Lightly
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Life Insurance Advisor Selection Checklist
Life Insurance Advisor Selection Process Checklist
Life Insurance Advisor Selection Process Checklist
Use this form to log information regarding your prospective advisor. After completing the forms, click the button to complete your questionnaire and your notes will automatically forward to the email address you've provided.
Potenial Advisor's Name
Firm Name
Is your Agent
Affiliated with a Carrier?
Independent Advisor
Is the advisor in question independent or tethered to a carrier-affiliated agency?
If Carrier-Affiliated, which carrier?
Licensed with multiple carriers?
Yes
No
If yes, which carriers?
Agency Website
Is their website carrier-affiliated or independant?
Carrier-affiliated
Independent
Does he/she have a Linkedin profile?
Yes
No
Does their profile exemplify ability to meet your needs?
Use this section to share key qualifications listed within the profile that matched your specific need.
Did you run a FINRA check?
Yes
No
If so, where there any areas of concerns?
Does the agency specialize in working in your area of need?
Yes
No
Is their HIPPAA form multicarrier?
Yes
No
Have you been provided an example of their multicarrier policy comparison?
Yes
No
Do you have firm understanding of their in-force policy review process?
Yes
No
Do they have a written business continuation plan in place?
Yes
No
Have you met your advisor’s successor? Is the plan multigenerational?
Yes
No
Your Email address
*
This enables us to automatically send your completed form to your inbox. TreadLightlyGuide.com will never share your contact information.
Your Name
Prefix
First
Last
Suffix
Are you interested in an additional policy review or do you have any questions regarding an assesment you have recieved?
*
Yes
Not at this time
UA-48749164-1
