Five Calls for Every Policy
A dedicated chapter with what to ask about beneficiaries, lapse notices, illustrations, conversion and payments.
Put your policies on the kitchen table.
You paid for the policy.
Know who it pays.
Old policies, work coverage, beneficiary forms. A retired agent walks you through the questions worth asking before your family needs the answers.
Get the book · US$2716 chapters · phone scripts · household policy list
Gary LindholmAuthor of Who Gets the Check
WHO GETS THE CHECK
01 / Inside the book
Know what you own. Know what to ask.
A Retired Agent’s Guide to Every Life Insurance Policy in Your House
The decisions families face
Living benefits, young grandchildren, funeral plans, retirement coverage and whether a policy still fits.
One clear household record
A policy-list template, phone scripts and a thirty-day plan to put the paperwork in order.
02 / The chapters
A look inside
Who Gets the Check.
- The TV Ads
- How Agents Get Paid
- Lost Policies
- Five Calls for Every Policy
- Old Universal Life
- Selling a Policy
- Term Conversion
- The Free Look
- The Beneficiary Form Beats the Will
- Living Benefits
- Don’t Name a Child Directly
- Prepaid Funeral or a Small Policy?
- Filing a Claim
- Do You Still Need It?
- The Day You Retire
- Your Thirty-Day Plan
03 / A note from Gary
Thirty-four years of questions across a table.
I’m Gary Lindholm. I spent 34 years as a life insurance agent in Iowa. The questions that stayed with me were usually the plain ones: Is this policy still in force? Is the right person on the form? What happens when the work coverage ends?
I wrote this guide the way I would talk to you across my kitchen table. Get the papers together. Take one policy at a time. Make the call and write down the answer.
Gary Lindholm
The digital edition
Who Gets the Check
By Gary Lindholm
US$27USD · PAY ONCE
- 16 chapters
- phone scripts
- household policy list
Secure checkout with Dodo Payments
04 / A few questions
Before you get your copy.
What is included?
The digital edition of Who Gets the Check, including all 16 chapters and the supporting recipes or planning pages described above.
How should I use the book?
Read it in order, or start with the chapter you need. The checklists and planning pages help you turn the reading into practical next steps.
Is this a subscription?
No. The book is a one-time purchase of US$27 USD.