NEW FAMILY PLANNING

New baby? Congratulations!

Welcoming your first baby is an exciting and life-changing experience, but it also brings new responsibilities, including ensuring your family's financial security. Life insurance becomes essential in protecting your child's future, as it provides the financial support your family would need if something were to happen to you. Critical illness insurance adds another layer of protection, offering peace of mind if you're diagnosed with a serious illness, allowing you to focus on recovery without the stress of lost income or medical bills. Together, these coverages ensure that even in the face of life’s unexpected challenges, your family is supported, and protected financially. Let's connect to set you and your family up for peace of mind.

WHAT TO EXPECT

Evaluate Coverage Goals

Consider what you need the insurance for, such as income replacement, debt coverage, or providing for loved ones.

Asses Your Budget

Evaluate Coverage Goals

Determine your budget. Know how much you can afford monthly for premiums to avoid overcommitting financially.

Gather Personal Info

Evaluate Coverage Goals

Gather Personal Info

Be ready to discuss your medical history, lifestyle habits (e.g., smoking, alcohol use), and any pre-existing conditions and other personal details.

Financial Overview

Understand key terms

Gather Personal Info

Have a clear picture of your income, debts, and dependents to help the salesperson recommend appropriate coverage.

Understand key terms

Understand the difference between term life insurance and whole life insurance so you can follow the conversation easily and ask informed questions.

Prepare Questions

Understand key terms

What types of policies do you recommend for someone with my needs?Are there any exclusions or limitations I should know about?

What is the claims process like for beneficiaries?

NEW FAMILY PLANNING

New baby? Congratulations!

WHAT TO EXPECT

Evaluate Coverage Goals

Evaluate Coverage Goals

Evaluate Coverage Goals

Asses Your Budget

Evaluate Coverage Goals

Evaluate Coverage Goals

Gather Personal Info

Evaluate Coverage Goals

Gather Personal Info

Financial Overview

Understand key terms

Gather Personal Info

Understand key terms

Understand key terms

Understand key terms

Prepare Questions

Understand key terms

Understand key terms

Overwhelmed? No worries...

Book your NO obligation call with Brien today

NEW FAMILY PLANNING

New baby? Congratulations!

WHAT TO EXPECT

Evaluate Coverage Goals

Evaluate Coverage Goals

Evaluate Coverage Goals

Asses Your Budget

Evaluate Coverage Goals

Evaluate Coverage Goals

Gather Personal Info

Evaluate Coverage Goals

Gather Personal Info

Financial Overview

Understand key terms

Gather Personal Info

Understand key terms

Understand key terms

Understand key terms

Prepare Questions

Understand key terms

Understand key terms

Overwhelmed? No worries...

Book your NO obligation call with Brien today

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