Insurance

Life Insurance and Annuities

When your life situation changes,
your life insurance needs may also change.

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 checkup, it’s been too long!

Benefits of a Checkup

• Realign your insurance needs with your current life situation
• Ensure appropriate and accurate beneficiary designations
• Ensure your policy doesn’t lapse because of a change in interest rates
• Take advantage of newer and more cost-effective life insurance policies

Checkup Triggers:

It’s time for a review if you have experienced any of the following:

• Marriage • Retirement • Inheritance
• Major career change
• Birth or adoption of a child or grandchild
• Marriage or divorce of one of your heirs
• Loss of a spouse
• More than five years since your last review

We can assist you with your life insurance review.
Please call today to schedule your free no obligation consultation at (805)646-3729.

Documents:

 Life Insurance Fact Finder (PDF)