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SBA life-insurance preparation list

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  1. Lender and loan contact

  2. Exact written insurance requirement

  3. Person the lender names for coverage

  4. Required amount and deadline as stated by the lender

  5. Existing policy to discuss

  6. Questions about ownership, beneficiaries and collateral assignment

Coverage Steps · Prepared September 6, 2026 · Read the source guide and its references