Protection Review Snapshot

Capture core coverage details, exposure points, and the next actions to review.

A) Income risk snapshot

Annual household spending need

Portion tied to your income (%)

Dependents relying on your income

Largest fixed obligation

B) Current coverage inventory

Employer disability coverage documentedIndividual disability policy documentedLife insurance beneficiaries reviewedUmbrella policy amount documentedAuto/home liability limits checked

C) Disability coverage detail check

Replacement percentage target

Elimination period

Definition of disability

Last policy review date

D) Coordination and calendar

Coverage details saved in one placeRenewal dates added to calendarBeneficiary review date scheduledLiability limits review scheduledProtection review agenda ready for advisor call

E) Priority actions

Top 3 protection actions before next review