What documents do I need to prepare before meeting an agent?

Answered by 2 licensed agents

Bring any current life insurance policies held to discuss, review and compare to a new policy being purchased. Also bring checking or savings account information and an official ID like driver's license.

Answered by Marc Carr on June 17, 2026

Broker Licensed in OH

Answered by Marc Carr Life Insurance Agent

A list of questions. Valid information like address, phone, email, mailing, who is the owner of the policy and who are we insuring. Driver's license numbers, social security numbers. List of beneficiaries and how you want the policy to be divided. The beneficiaries address and information.

Answered by Amber King on June 17, 2026

Agent Licensed in MO

Answered by Amber King Life Insurance Agent

Tags: New to Life Insurance

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What documents do I need to prepare before meeting an agent?

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What documents do I need to prepare before meeting an agent?

Agents: Share Your Expertise

Seniors: Ask a Question of Your Own

Related Questions

Agent Locator

Life Agents HubA non-government resource website

Life Agents Hub
A non-government resource website