Use this 12-point worksheet to review your policy documents, coverage limits, exclusions, renewals, and claim records. Confirm policy-specific questions directly with your insurer.
Record the cover amount, benefits, limits, and sub-limits in the policy.
Check the recorded nominee information where the policy has a nominee.
Keep the policy, insurer contacts, and claim instructions accessible.
Note policy or tax questions to confirm with the insurer or a qualified professional.
Find exclusions, waiting periods, co-payments, and other conditions.
Record renewal dates, payment instructions, and reminders.
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