INSURANCE CHECKUP
When your life situation changes, your life insurance needs may also change, how do you know if you have enough coverage?
When was the last time you reviewed your life insurance needs and compared them to your existing coverage? If it’s been more than five years since your last life insurance check up, it’s been too long!
The Benefits of a Checkup
- Realign your insurance needs with your current life situation
- Ensure appropriate and accurate beneficiary designation
- Ensure your policy doesn’t lapse because of a change in interest rates
- Take advantage of newer features and cost effective insurance rates
Checkup Triggers
It’s time for a review if you have experienced any of the following:
- Marriage
- Major career change
- Loss of a spouse
- Retirement
- Marriage or divorce of one of your heirs
- Inheritance
- Birth or adoption of a child or grandchild
- More than five years since your last review
I can assist you with your life insurance review. Please contact me today to schedule your free, no obligation consultation.