Annual Review Checklist As your life changes, so do your financial needs.  Take a moment to check off any changes that might require an evaluation of your current and future financial needs.  Recently I have: Purchased a new home Changed my marital status Had a child, grandchild, or expect one in soon Started a new business/changed my career  I am interested in: Life Insurance protection for myself / spouse Disability income protection Education funding Mortgage Protection Life Insurance on my children, grandchildren Retirement Planning Pension Maximization Business Insurance Estate Planning Medical Insurance (individual and group) Income Tax planning     Additional Comments:  Please enter your contact information *Name: Date of Birth:   (optional) *Home Phone: *Work Phone:  *Email address: Policy number : (for existing clients only)   (optional)   Thank you for taking the time to complete and return this Annual Review Checklist! *Indicates required field