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Insurance Policy Review For Mr. and Mrs. Client Prepared: Date

Please email the requested information to my representative Mr./Mrs./Ms. FA Name at First.Last@UBS.com or Fax (xxx) XXX-XXXX. Your immediate response is greatly appreciated. Insurance Policy Review For Mr. and Mrs. Client Prepared: Date. Why Complete a Policy Review?.

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Insurance Policy Review For Mr. and Mrs. Client Prepared: Date

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  1. Please email the requested information to my representative Mr./Mrs./Ms. FA Name at First.Last@UBS.com or Fax (xxx) XXX-XXXX. Your immediate response is greatly appreciated.

  2. Insurance Policy Review For Mr. and Mrs. ClientPrepared: Date

  3. Why Complete a Policy Review? • Policies bought years ago may not coincide with current goals. • Financial goals may have changed since you purchased your existing coverage. • Changes in your family may warrant updating coverage amounts, beneficiaries and/or ownership arrangements. • Term policy premiums may soon increase. • Cash value policies may require additional premiums to continue coverage. • Life insurance policies are constantly being updated by the insurance industry, which may provide a competitive advantage over your existing coverage.

  4. An Analysis Of Life Insurance Prepared For: Mr. and Mrs. Client Mr. Financial Advisor, Firm Name Prepared: Current Date Add Client name, and brief description of policy Add Client Name, and policy description * Add footnotes here

  5. Proposed Life Insurance for Mr. and Mrs. Client Mr. Financial Advisor, Firm Name, City, State Prepared: Date It is important to consider changes to your existing life insurance now. Your current health and age are an important factor in the benefits and costs for an insurance policy review. Considerations for Proposed Insurance: Sample below Survivorship Life Insurance $5,000,000 Death Benefit payable upon the death of the second insured. $33,192 annual premium for 15 years Guaranteed Survivorship Universal Life, Guarantee period: Lifetime Carrier: Nationwide Insurance Company Individual Life Insurance $3,082,495 Death Benefit payable upon death of insured $0 premiums due Guaranteed Universal Life, Guarantee period: Lifetime Carrier: Lincoln Life Insurance Company

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