Your family protection review checklist.

Use these prompts privately to prepare for a conversation. You can print this page or save it as a PDF from your browser.

1. List the people who depend on your income or care.
2. Note the household commitments you want to discuss, such as rent, a mortgage, or dependants.
3. Make a private list of existing individual and employer coverage.
4. Write down questions about coverage amounts, exclusions, renewal, and portability.
5. Consider whether family circumstances or beneficiary wishes have changed.
6. Decide what monthly budget range feels comfortable to discuss.
7. If you receive income-tested benefits, prepare questions for your program contact before making financial changes.
8. Bring your questions to a conversation; keep sensitive records in your own secure storage.

No information is entered, stored, or sent from this checklist.

Please allow 3–5 business days for a response to inquiries. Online submissions remain inactive in this draft.