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Life Insurance Records Organization Checklist This checklist explains how to organize and store your life insurance records, and helps you decide what information to keep and where to keep it. Also explains what information you should record. We hope this information helps you :). *Before you Print* Be sure to set your printer to the following settings in order to print this checklist on one page: This is a one-page 8½" x 11" checklist This checklist was created in Word Make sure your printer settings are set to Portrait Choose print 1 page only If the margins of any sections are outside the printable area of the page - click "OK." Be patient while the checklist loads in Word Click here to open and print out our Life Insurance Records Organization Checklist in Word! Click here to view more Home checklists! Copyright © Insurance Information Institute. Visitors may print out our checklists for personal use only - no reproductions are allowed. Our checklists are Copyrighted and are not for use on other websites without expressed written permission. This checklist was reprinted with permission from the Insurance Information Institute.

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