Reviewed as of January 2023
As a complement to her podcast, Life Insurance: Must Know Basics, Susan Bruno, CPA/PFS, has shared a tool that she uses with clients to review their life insurance policies. She includes a table to capture all key information as well as annual insurance policy check-up questions to determine if the policies are in good standing such as:
For non-guaranteed universal life policies, has the rate that was used to credit interest to your policy increased