Background Information

What is your age and job title?

65, Analyst in Information Services

How long have you had your existing Life Insurance Policy?

~35 years

How do you find and manage information on your existing Life Insurance Policy?

Up until recently it was paper or via a person. Recently setup an online account to access information as needed.

Tracking information and following specific values. He may want to set up payment online as he is still paying by check.

What are your most common tasks related to your current life insurance or insurance in general? What could be better?

Changing beneficiaries and keeping tabs on values.

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For the sake of the demo, you will be acting as "Jane Doe".

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