Is there a template for consolidation insurance plans?

I have a template to share but unfortunately it cannot be sent across by leaving an email as Seedly moderators see it as a form of lead generation.

Do speak to your financial advisor on this and let him/her provide you with an overview of your insurance policies. Do categorise your policies by the different types of coverage and premiums paid and key points such as the cash value of the policies (where applicable). Do also put in the policy number got easy reference

If you have an Insurance agent , they would be able to help you with the template .