60 Second Checklist Posted by On Take the 60 Second Checklist Challenge Name Business Email Phone Number Do you have a good idea of how much you need to set aside for retirement? Yes No None Do you have a written financial plan that's flexible and tax efficient? Yes No None Do you have a plan that protects your family or business if you become disabled or die unexpectedly? Yes No None Do you have a valid will that serves your wishes and protects your family? Yes No None Have you reviewed your personal life insurance in the past two years? Yes No None Have you reviewed your plan in the past year? Yes No None Time's up