Parent-call preparation sheet
Agree on wishes, existing resources, roles, and application questions before discussing an offer.
Keep this sheet privately. It does not submit information or create an application.
| Question or item | Notes / Quote A | Notes / Quote B |
|---|---|---|
| Preferred arrangement and location | ||
| Existing insurance or prepaid services to verify | ||
| Remaining expense to fund | ||
| Comfortable monthly budget | ||
| Insured, owner, payer, and beneficiary roles to confirm | ||
| Residence and participation requirements to ask about | ||
| Natural-death benefit in each early policy year | ||
| Effective date and outstanding conditions | ||
| Payment notices and backup plan | ||
| Documents or answers still needed |
Prepared on: __________________ · Review when prices, plans, or circumstances change.