Insurance Meeting Prep Checklist

What this is

A practical resource you can use quickly to get clarity on insurance meeting prep checklist.

How to use it

1. Read the checklist once
2. Answer the questions honestly
3. Bring the notes to your next conversation so you do not have to re explain everything

Checklist

1. Goal and timeline
2. Accounts involved
3. What you want to avoid, such as over contributing or gaps in coverage
4. What you will do next week, not someday

Questions to ask

1. What is the simplest plan I can follow for 90 days
2. What would break this plan
3. What numbers do I need to track monthly

Quick FAQ

Do I need to finish this perfectly

No, clarity beats perfection

What should I keep

One page of notes and your next action