60 Second Checklist Posted by admin On December 7, 2016 Take the 60 Second Checklist Challenge Name Business Email Phone Number Do you have a good idea of how much you need to set aside for retirement?YesNoDo you have a written financial plan that's flexible and tax efficient?YesNoDo you have a plan that protects your family or business if you become disabled or die unexpectedly?YesNoDo you have a valid will that serves your wishes and protects your family?YesNoHave you reviewed your personal life insurance in the past two years?YesNoHave you reviewed your plan in the past year?YesNo
