Life Insurance

Financial Wellness Starts Here

← Next All Blogs Previous →

Track both your Term life and Permanent life insurance along with your Net Worth

1 minute read

To safeguard your family, experts often advise getting life insurance worth seven to ten times your yearly pay.

At Neontra you can now easily track all your life insurance policies in one place along with policy details including:


Insurance

  • Benefit Value
  • Insurer
  • Policy Type (Term Life or Permanent Life)
  • Surrender Value

Premium Payment Details

  • Payment Amount
  • Payment Account
  • Expense Category (Insurance, Life Insurance)

Advanced Payment Details

  • Premium Payment Details
  • Next Payment Date
  • Payable Date

To find out exactly how much and what kind of life insurance is right for you, speak with a financial advisor, insurance agent, or broker.

Life Insurance: What It Is, How It Works, and How To Buy a Policy →
Financial Planning Financial Wellness Estate Planning Insurance

Latest Blogs:

How to Submit Neontra for Reimbursement (3 Steps)

Submit Neontra in 3 simple steps

Neontra Workplace Reimbursement Guide (Wellness Benefits & LSAs)

Financial wellness is becoming a core part of workplace wellbeing, and we’re seeing it firsthand.

Rob Carrick on Money, Markets, and Financial Planning

Key Money Insights from Rob Carrick at Neontra’s First Financial Wellness AMA