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Change is the one constant in our lives. Families grow, careers progress, needs change and plans and goals for the future shift. Because your life doesn't follow a straight line you need to make sure your financial plan – including your life insurance – keeps up with the changes in your life.
Periodically reviewing your life insurance can help you stay on track for reaching your goals and protecting your family from life’s unexpected turns. And one of the best ways to do this is to get together with your financial professional for a Life Insurance Review at least once a year.
A good rule of thumb is to have a Life Insurance Review at least once a year. However, there are certain circumstances that make a timely Life Insurance Review even more important, including:
The process is quite simple. Your financial professional will review your policy(ies) and ask you a few questions about your current circumstances and goals for the future. If you have additional policies through other advisors, companies or your employer, your financial professional may ask you to have these handy so he or she can collect information needed to make a complete assessment of your current coverage.
That’s all there is to it. The whole process should not take more than an hour or two of your time. Best of all, it is a complimentary service performed at no cost or obligation to you.
A financial advisor can help you build a financial plan that positions life insurance "first and center" and helps keep you on track to unlock all of life's possibilities.