The questions to ask before you speak with anyone
Peaceful Payouts: The Checklist of Questions Before Speaking to Any Funeral Home or Insurance AdvisorJeff's free checklist is short enough to read at the kitchen table and easy to share with family.
What's inside
Where are the policies kept?
The desk, the safe, bank drafts, old mail.
Is it life insurance or a prepaid funeral plan?
They work differently. The checklist shows how to tell.
What to ask about waiting periods and graded benefits
Who should be called?
Funeral home, the agent, a pastor, family.
Who is the beneficiary?
And does that person have a copy?
How mortgage protection differs from the PMI on your loan
Planning for yourself, or helping someone you love
Some people come here to put their own affairs in order. Others are helping a parent. Either way, it starts with one folder that says where everything is, and the person being covered stays in charge.
Who this is not for
[ who should NOT download this checklist, in Jeff's words ]
I'm Jeff Harrison, and I'll be here after you sign.
For more than 20 years I've helped local families with final expense and mortgage protection. I'm independent, so I compare several companies instead of selling one, and I take the time to listen and make sure a plan fits. I'll tell you about waiting periods before you sign, not after. And I don't disappear once the paperwork is done: if there's a question, a change, or a claim to file, you call me and I pick up. My job is to make this a weight off your shoulders, not one more thing to worry about.
- 20+ years as an agent
- Independent: several carriers
- Here for questions and claims
Start with the questions. Decide when you're ready.
Jeff's free checklist is short enough to read at the kitchen table and easy to share with family.