Checklists

Financial

The following checklists and worksheets provide assistance with financial concerns and planning.

• Annuity comparison checklist
• Health care coverage comparison checklist
• How much life insurance do I need checklist
• Long term care insurance policy comparison worksheet
• Retirement budget planning worksheet
• Retirement savings worksheet

Caregiving

The following checklists and assessments provide assistance with caregiving issues.

• Assessing Your Loved One’s Needs
• Caregiver Self Assessment
• Home Safety and Security Checklist
• Housing Needs Assessment
• Professional Caregiver Interview Form
• Questions to Ask When Hiring a Home Care Agency
• Resources for Finding a Caregiver
• Steps for Finding Housing
• Tips for Finding a Support Group
• Where to Begin Checklist

There are many more checklists on AGIS.com, a partner of your company that specializes in eldercare, providing a wealth of resources and tools that help caregivers meet large and small challenges. More Checklists