6.4 Action plan
In this module, you've learned a lot about insurance. Now you can put your learning into practice. Use this action plan to keep your insurance up to date and make sure it continues to meet your needs.
Insurance checklist
| Step | I'm OK | Needs work | Where to find more information |
|---|---|---|---|
| I review my life situation annually to see if my insurance needs have changed. | Determining my insurance needs - checklist | ||
| I review my life insurance needs annually and adjust my coverage as needed. | How much life insurance do I need? - worksheet | ||
| I update the record of my possessions annually and store it in a safe location. | Know what you own | ||
| I talk to my insurance agent or broker periodically to notify him or her about any changes in my circumstances. | Tips for buying insurance |
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