Review my Current Insurance
Insurance Renewal Checklist
This is a checklist that will help to ensure that you and your goals stay on target. Your responses and any new information, will ensure we can complete your annual Insurance Policy review to the highest level possible.
1. Added to your family?
2. Like to review how your life insurance will help meet ant estate settlement costs you may have?
3. Consider increasing your life or other insurances?
4. Have got married or commenced a new relationship?
5. Consider insurance for children or grandchildren?
6. Started or changed your Superannuation at work?
7. Increased your Annual Income by more than 10%?
8. Any need to change beneficiaries?
9. Any need for other policy changes?
10. Given up smoking in the last 12 months, if applicable?
11. Substantially increased your lending?
12. Received any inheritance (yourself or spouse)?
13. Entered into a new business venture?
14. Changed your occupation?
15. Changed your mailing address?
16. Changed your will or need to change your will?
17. Would like to get a will done?
If you have answered yes to any of the questions above and would like to have a review with one of our advisors please print the form by clicking HERE and email, fax, post or drop in to us. Or email Mark@lifeandsuper.com.au to arrange an appointment.
Insurance Renewal Checklist
This is a checklist that will help to ensure that you and your goals stay on target. Your responses and any new information, will ensure we can complete your annual Insurance Policy review to the highest level possible.
1. Added to your family?
2. Like to review how your life insurance will help meet ant estate settlement costs you may have?
3. Consider increasing your life or other insurances?
4. Have got married or commenced a new relationship?
5. Consider insurance for children or grandchildren?
6. Started or changed your Superannuation at work?
7. Increased your Annual Income by more than 10%?
8. Any need to change beneficiaries?
9. Any need for other policy changes?
10. Given up smoking in the last 12 months, if applicable?
11. Substantially increased your lending?
12. Received any inheritance (yourself or spouse)?
13. Entered into a new business venture?
14. Changed your occupation?
15. Changed your mailing address?
16. Changed your will or need to change your will?
17. Would like to get a will done?
If you have answered yes to any of the questions above and would like to have a review with one of our advisors please print the form by clicking HERE and email, fax, post or drop in to us. Or email Mark@lifeandsuper.com.au to arrange an appointment.
Office is open (WAST)
Mon - Fri 8am to 5pm
Saturday by Appointment
Like to talk with us
(08) 9841 2811
General Advice: The information contained in this website has been prepared without taking into account your objectives, financial situation or particular needs and is General Advice only. Life Insurance and Super Pty Ltd, Australian Financial Services Licensee 405456 or any related companies will not be held responsible for the merits of this advice to your circumstances.
AFSL: 405456
ABN: 40 731 026 420
Life Insurance and Super Pty Ltd
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