By Darcie Doell, Financial Advisor and Laurianne Osmak, CLU,CHS Financial Planner

Doell Osmak Wealth Management Ltd

Insurance checklist

May 17, 2021 | 9:30 AM

What you should know before talking to your advisor about life insurance.

Life insurance is a serious subject. But if you’re thinking about it and aren’t sure what you need to know, answering some key questions can help prepare you to speak with your advisor about planning what’s right for you and your family.

This worksheet can help you get organized by focusing on some key questions.

Click on the link below to download a fillable pdf.

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https://static.twentyoverten.com/5bf848fe4f558976a90e50e2/FSmeCcwhSp/Insurancechecklist-e.pdf

By Laurianne Osmak, CLU, CHS Financial Planner & Darcie Doell, Financial Advisor; Doell Osmak Wealth Phone: 306-922-2020 Email: Darcie Doell, Wealth Advisor – darcie@dowealth.ca
Email: Laurianne Osmak, Wealth Advisor – laurianne@dowealth.ca Email: Michelle, Wealth Associate – michelle@dowealth.ca
Website: www.dowealth.ca

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