Life Insurance 101
Understand your coverage. Protect what matters.
Life insurance begins with a personal question: what would you want to protect for the people who depend on you?
This workbook gives you space to reflect on that question, organize your existing coverage, and prepare for a thoughtful review with a qualified professional.
Download the Workbook11-page fillable PDF | Download and save your own copy
Inside the workbook
- An introduction to the main types of life insurance and questions to ask about them.
- A place to inventory existing coverage and consider your protection goals.
- A starting-point worksheet for discussing potential needs and available resources.
- Beneficiary review prompts and questions about policy costs, guarantees, and cash value.
- An action plan for the questions and documents you want to bring to a professional review.
Make it useful to you
Complete the sections that relate to your situation. You can begin with what you know and leave space for the details you need to confirm. The worksheet is a discussion tool, not an individualized calculation of how much insurance you need.
For fillable fields, download the PDF and open it in a compatible PDF reader. Save a copy after entering your responses. You may also print it and write by hand.
Ready to talk through your questions
If the workbook brings a question into focus, we can begin there.
Explore the LibraryFor general education and organization only; not an insurance offer or individualized advice. Features, costs, and availability vary by policy and insurer. Keep completed copies secure and omit sensitive identifiers. The workbook contains additional important information and disclosures.