Life Stages and Event Inventory

This inventory can help you take stock of your life and determine if there are any recent or upcoming life events or life stage changes that would make it beneficial for you to review your current insurance protection. Whether you complete this inventory and return it to us, or simply use it as a self-evaluation tool, we think you’ll find it helpful in focusing your attention on potential needs you have that may otherwise be overlooked.

Any of the following life events could mean a change in your financial needs.

Have you experienced any of these events in the past year?

_ New child or grandchild
_ New job or promotion
_ Received an inheritance
_ Experienced an investment gain or loss
_ Health concerns
_ Married or divorced
_ Changed your estate plan
_ Bought or sold a home
_ Started or purchased a business
_ Sold or acquired assets
_ Kids off to college
_ Financial windfall
_ Death of a family member
_ New investments or insurance
_ Retired
_ Gained or lost a business partner
_ Other

What is your current life stage?

_ Student / starting out
_ Established professional
_ Domestic partnership
_ Married
_ Suddenly single
_ Empty nesters
_ Caring for an aging parents
_ Retired

What are your objectives?

_ Retirement planning
_ Estate planning
_ Major asset purchase or lease
_ Business and executive benefits
_ Personal property or liability insurance
_ Income tax planning
_ Planning for elderly parents
_ Business continuation
_ Disability income
_ Survivor benefit planning

LEARN MORE ABOUT OUR TEAM:

Shane Quintana, LUTCF
Business and Estate Planning Specialist

Donna Quintana, RHU
Employee Benefits and Health Insurance Specialist

 

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The information provided herein has been obtained from sources believed to be reliable.  The Quintana Group makes no representation as to its accuracy or completeness and it should not be relied upon as such.

The Quintana Group accepts no liability for any direct or consequential loss arising from any use of this information or its contents.