I am glad that all of you have your insurance policies in place. Grab a seat and get your pencil and pad in front of you because I have been coming across some interesting tidbits working with clients and prospects that I want to share regarding your insurance policies. These tips are going to follow what we learned in school a few years ago; the what, when, where, why and how questioning method.
Do you know what type of insurance policies you have in force? Do you know when you purchased your policies and if they are expiring or has any cash value? Do you know where your policies are located ie, safe deposit box, file cabinet or under the mattress? Do you understand why you purchase those particular policies? Here is a big one; do you know how much coverage you have in place and if this coverage amount is enough?
As we get older, our family situations change and the policies you purchased some time ago may or may not be in your best interest to keep. This is a call to action for you to have a policy review with your insurance agent or give me a call or email. I work with many people on structuring their base financial needs on a solid foundation. Check out www.theneedforcoverage.com for insurance information and/or go to our contact page to have us contact you.
Sincerely,
