Questions about protecting your family
Prepare questions about responsibilities and existing coverage.
- 01
Start with responsibilities
- 02
List existing coverage
- 03
Check terms with an authorized professional
Start with responsibilities
Consider who depends on your household's income and which commitments would continue if circumstances changed.
List existing coverage
Find current workplace and personal policy documents. A list of coverage is a starting point, not proof that every need is covered.
Check terms with an authorized professional
Ask about what is covered, exclusions, duration, premiums and beneficiary information. Product suitability depends on individual circumstances and current authorization.
Your take-away checklist
- List household responsibilities.
- Find current documents.
- Prepare questions without sharing policy details here.
Print this page or copy the checklist to your own notes; no personal information is required.
Further reading & source
Financial Consumer Agency of Canada — Life insuranceThis is an educational summary. The Vietnamese text is not an official Government of Canada translation.
General education, not individual financial, tax, legal or insurance advice. Examples are illustrative.