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Life Stages and Event Inventory

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Any of the following life events could mean a change in your financial needs.

This inventory can help you determine if there are any recent or upcoming life events or life stage changes that would make it beneficial for you to review your current insurance protection.


What Is a Life Cycle?

A life cycle is a course of events that brings a new product into existence and follows its growth into a mature product and eventual critical mass and decline. The most common steps in the life cycle of a product include product development, market introduction, growth, maturity, and decline/stability.

How Life Stages and Event Inventory can help.

This inventory can help you take stock of your life and determine if there are any recent or upcoming life events or life stage changes that require you to reevaluate your current insurance protection. Whether you complete this form and return it to us or simply use it as a self-evaluation tool, we think you’ll find it helpful in focusing your attention on potential needs that may otherwise be overlooked.

Any of these life events could mean a change in your financial needs.

Have you experienced any of these events in the past year?

  • New child or grandchild
  • New job or promotion
  • Received an inheritance
  • Experienced an investment gain or loss
  • Health concerns
  • Married or divorced
  • Changed your estate plan
  • Bought or sold a home
  • Started or purchased a business
  • Sold or acquired assets
  • Kids off to college
  • Financial windfall
  • Death of a family member
  • New investments or insurance
  • Retired
  • Gained or lost a business partner
  • Other

What is Your Current Life Stage?

  • Student/Starting out
  • Established professional
  • Domestic partnership
  • Married
  • Suddenly single
  • Empty nesters
  • Caring for an aging parents
  • Retired

What are your objectives? 

  • Retirement planning
  • Estate planning
  • Major asset purchase or lease
  • Business and executive benefits
  • Personal property or liability insurance
  • Education funding
  • Income tax planning
  • Planning for elderly parents
  • Business continuation
  • Disability income
  • Survivor benefit planning

Learn More About Our Team

Shane Quintana, LUTCF
Business and Estate Planning Specialist
About Shane
Donna Quintana, RHU
Employee Benefits and Health Insurance Specialist
About Donna

LINK DISCLOSURE:

In this section, you may be leaving The Quintana Group website and you will be viewing material from other websites.

The information provided herein has been obtained from sources believed to be reliable. The Quintana Group makes no representation as to its accuracy or completeness and it should not be relied upon as such.

The Quintana Group accepts no liability for any direct or consequential loss arising from any use of this information or its contents.

Already have Life Stages and Event Inventory? Switching is easy

It might be time to switch insurers whenever the service that your existing insurer provides doesn’t meet your needs. For example, if you have a poor claims experience or an unexplained rate increase, it might be time to consider other options

If you cancel a previous policy before a new policy is effective, you could run into some serious financial problems.

Contact us today to help you with multiple options to choose from.
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