For the policies already in your house
Find the policy.
Check the name on the form.
An understandable guide to old policies, work coverage and the questions that help your family know what you have and who it pays.
Large, readable type · Practical lists and questions
Digital edition · No subscription
PROPOSED COVER · DIGITAL EDITION
Read at your own pace
Keep them beside the phone
Planned one-time price
01 / FROM THE VIDEOS
A story worth
following through.
Dennis had a will leaving everything to Sharon. The old beneficiary form at work still named Linda. That story is why I want you to gather the policies in your house and ask about each one, including the coverage through a job.
The narrator and stories are fictional. They provide the setting for this educational guide.
02 / WHAT’S INCLUDED
Keep the useful
parts close.
- Five calls for every policy, with word-for-word scripts
- A one-page household policy and beneficiary list
- A thirty-day plan to check policies one at a time
- Chapters on claims, living benefits, grandchildren and retirement
The chapter mentioned in the video
Chapter 4: Five Calls for Every Policy
Included in the planned book, along with the complete chapter list below.
Each chapter closes with “Make this call”, so you can finish reading with a next step in mind.
03 / THE COMPLETE CHAPTER LIST
Who Gets the Check
A Retired Agent's Guide to Every Life Insurance Policy in Your House
- 01The TV Ads
- 02How Agents Get Paid
- 03Lost Policies
- 04Five Calls for Every Policy
- 05Old Universal Life
- 06Selling a Policy
- 07Term Conversion
- 08The Free Look
- 09The Beneficiary Form Beats the Will
- 10Living Benefits
- 11Don't Name a Child Directly
- 12Prepaid Funeral or a Small Policy?
- 13Filing a Claim
- 14Do You Still Need It?
- 15The Day You Retire
- 16Your Thirty-Day Plan
Plus the practical scripts, lists and templates described above, collected in the appendix.
THE DIGITAL EDITION
Who Gets the Check
A Retired Agent's Guide to Every Life Insurance Policy in Your House
Planned formats: print-friendly PDF and EPUB.
Read on your phone, tablet or computer.
Checkout placeholder · Purchases are not available.
The book has not been written yet. This page previews the planned edition.
05 / BEFORE YOU BUY
A few straight
answers.
Can I buy the book now?
Not yet. This is a preview of the proposed landing page. The $34 buy button is a clearly marked checkout placeholder and cannot take payment.
Will a printed book be mailed to me?
The planned offer is digital: a PDF you can print and an EPUB for compatible reading apps. No physical book is included.
Can I make the text larger?
This page supports browser zoom. The planned EPUB will support adjustable text in compatible reading apps, and the PDF will use a readable print layout.
Is this professional advice?
General information, not insurance, legal or tax advice. Rules vary by state.