September is Life Insurance Awareness Month. This is a topic many people try to avoid. When was the last time you reviewed your current policy? How old is your current policy? Or, do you even have life insurance?
Life changes quickly; that’s why it’s important to periodically evaluate your financial and life insurance needs. An insurance review can help make sure your policies fit your current goals and financial plans. Your family’s future is too important to leave to chance!
Here are a few things to look for:
- Change in beneficiaries:
-recent marriage or divorce?
-new child or dependent?
-children grown and out of the house?
-death of a spouse or dependent?
2. New debt:
-purchase a house?
-started or own a business?
-need to fund a higher education?
3. Change in your financial responsibilities:
-change in employment status or salary?
-need to plan for retirement?
-need to support anyone with special needs or an elderly family member?
-received an inheritance?
If you answered yes to any of these questions, please give us a call about an insurance review today.