Compare two insurance offers
Use the same applicant assumptions and coverage amount. A lower payment is not enough to establish a better fit.
Keep this sheet privately. It does not submit information or create an application.
| Question or item | Notes / Quote A | Notes / Quote B |
|---|---|---|
| Quote date; insurer; exact product | ||
| Applicant assumptions confirmed privately | ||
| Face amount and type of coverage | ||
| Issue type and health questions | ||
| Monthly / annual premium and payment duration | ||
| Early natural-death benefit, year by year | ||
| Accidental-death provisions and exclusions | ||
| Effective date and remaining conditions | ||
| Guaranteed values versus illustrations | ||
| What changes compared with existing coverage |
Prepared on: __________________ · Review when prices, plans, or circumstances change.