Educational worksheet
Review your employer and individual coverage
Put what you already have on record in one place: coverage offered through work, coverage you own yourself, and anything you still need to look up. Nothing here is scored, ranked, or judged.
Your entries stay in this browser tab. They are never transmitted or stored, and nothing you type is sent to analytics. Licensed reviews are currently available in North Carolina only.
Before you begin
- This is a fact-finding and organizational exercise. You are simply writing down what you already have on record.
- Employer-sponsored coverage can be a useful household resource, and individually owned coverage is a separate item to track.
- This worksheet does not determine whether any coverage is enough. It has no score, no calculation, and no recommendation.
Access, enrollment, benefit amount, beneficiary information, and plan terms are separate questions. Verify plan-specific details using current plan documents or your benefits administrator. This educational review does not determine whether your coverage is adequate.
Employer-sponsored coverage
Mark each item as Verified, Needs review, or Unknown. Please do not record beneficiary names, policy numbers, or plan documents here.
Individually owned coverage
Coverage you own yourself, outside of any employer plan.
Other designated resources
Record categories of resources you choose to consider. These are listed for your own organization. They are not substitutes for life insurance, and listing them says nothing about whether any coverage is adequate.
Review summary
Your entries grouped by what you have confirmed and what is still open. Anything left blank stays in Unknown.
Known (0)
Nothing in this group yet.
Needs verification (0)
Nothing in this group yet.
Unknown (11)
- Is employer-sponsored coverage available to you?
- Do your current records show that you are enrolled?
- What benefit amount is listed in your records?
- Has beneficiary information been reviewed?
- Where can current plan documents be found?
- What do the documents say may happen after a job change?
- What information remains unknown?
- Do you hold individually owned coverage outside of work?
- Is the coverage amount known?
- Has beneficiary information been reviewed?
- Do policy details still require verification?
Access, enrollment, benefit amount, beneficiary information, and plan terms are separate questions. Verify plan-specific details using current plan documents or your benefits administrator. This educational review does not determine whether your coverage is adequate.
Optional next steps
Each of these is optional and none of them changes anything in this review.