Family Protection Checklist™
A Simple Review To Help Protect Your Family, Retirement, and Legacy
Instructions
Review each item below and mark:
Completion Progress
0 of 14 items reviewed
SECTION 1: ESTATE & LEGAL PROTECTION
Wills, Trusts & Legal Access
Do you currently have a valid will or trust in place?
Do you have affordable, on-demand access to a provider law firm for everyday legal advice?
Do you have a Durable Financial and Healthcare Power of Attorney?
SECTION 2: LIFE INSURANCE & LIVING BENEFITS
Coverage & Living Benefits
If you suffered a critical illness (heart attack, stroke, cancer), does your life insurance pay you while you are alive (Living Benefits)?
Is your current life insurance structured to build tax-advantaged cash value (like an IUL or Whole Life)?
Would your current coverage adequately replace your income and clear debts if you passed away?
SECTION 3: RETIREMENT & WEALTH PRESERVATION
Market Protection & Taxes
Is a portion of your retirement protected from stock market losses while still capturing growth (e.g., Fixed Indexed Annuities)?
Do you have a strategy to minimize taxes on your retirement income?
Retirement Income Readiness
Do you have a guaranteed income strategy to ensure you won't outlive your retirement savings?
Have you reviewed and updated the beneficiaries on all your retirement accounts recently?
SECTION 4: IDENTITY THEFT PROTECTION
Monitoring & Restoration
Do you have comprehensive identity theft monitoring for your entire family?
If your identity is stolen, do you have a service that provides full, licensed restoration (not just a DIY guide)?
SECTION 5: GENERATIONAL LEGACY
Children & Grandchildren
Have you established a wealth-building strategy specifically for your children or grandchildren (e.g., a 'Million Dollar Baby' plan)?
Have you clearly documented how your assets will transfer to the next generation?
YOUR RESULTS
0–3 Items
Excellent. Continue reviewing your plan annually and after major life changes.
4–8 Items
There may be opportunities to strengthen your family's protection strategy.
9+ Items
A Family Protection Review may help identify important gaps and create a clearer path forward.
NEXT STEP
Schedule a Complimentary Family Protection Strategy Session.
During this conversation we will:
- ✓Review your checklist results
- ✓Identify potential protection gaps
- ✓Discuss available solutions and resources
- ✓Help you create a clearer path toward protecting your family, retirement, and legacy
Protecting Families. Building Wealth. Securing Legacies.