Has the complexity of life’s events created a challenge or an opportunity for you financially? If your life is like many others’, change is a constant in your life. Which is why you should review your policy — to help ensure that the policy you purchased two, 10 or 20 years ago is still in line with the objectives you have today for your life, your family or your business.
Insurance purchased for sound financial reasons is one of the most valuable assets an individual can own. Reviewing your insurance portfolio on a regular basis to consider events that may have impacted the value of your coverage is a smart way to help ensure that you’re properly protected.
Learn how Guardian’s Policy Review Program can help uncover events in your life that may have produced unintended or unanticipated consequences for your life insurance policy.
Email me: Gage@successhawaii.com and I’ll send you a FREE personal and business planning checklist, which will provide a quick summary of important points to consider during your next policy review. Also, you may want to check out this website for more planning ideas: http://www.policyreviewprogram.com/