Checklists: Life Insurance Decisions – Assessing Your Coverage Needs

This guide offers a strategic pathway for individuals looking to purchase life insurance, focusing on key considerations such as the purpose of coverage, determining the right coverage amount, understanding policy options, and addressing miscellaneous factors like health issues and beneficiary management. It prompts thoughtful reflection on personal and financial circumstances, guiding through the process of selecting a policy that meets specific needs, ensuring financial security, and facilitating estate planning objectives.

Peter Donisanu, ChFC®, AIF®

Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.

Checklists: Life Insurance Decisions – Assessing Your Coverage Needs

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Peter Donisanu, ChFC®, AIF®

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