Before you’re unable to make final decisions and before you pass away, you can meet with an agent about a life insurance policy to ensure that your family is cared for and to make sure all of the necessary things are paid for pertaining to your funeral. Here are a few tips for meeting with an agent to make the process as easy as possible.
Lists
Make a list of the details that you want to talk about with a life insurance agent in Springfield, OR. This can help you with things that you might not remember while you’re in the meeting that you need to make sure are included in the policy so that enough is left for your family and to ensure that the most important things are covered by the policy first.
Finances
You want to look at your finances to see how much you have in each account. When meeting with a life insurance agent in Springfield, OR, you want to let them know of any policies that you have with your place of employment. Take documents about your bank accounts as well as any stocks and bonds that you have or any real estate that you have so that they can be properly dealt with financially when you pass.
Health
During the meeting, you will likely need to talk about your health. Some policies won’t cover people who have certain medical conditions while others might charge a higher premium if they do cover the conditions.
Learn more about meeting with an insurance agent by contacting Joseph Cioffi Insurance at https://jclifehealth.com/.
