Do you have life insurance?
Do you have disability insurance?
Do you have income protection insurance?
Do you have critical illness insurance?
Have you calculated your insurance cover based on debt reduction and an amount to provide adequate income for your dependants?
Business Clients Only
If in partnership do you have a buy-sell agreement in place?
Is this agreement funded?
Is this agreement funded via superannuation?
Do you have a succession/exit strategy?
Do you have business overheads insurance?
Do you have key person insurance?