Big life change? Talk to your agent!
Your life keeps changing. So should your insurance coverage.
Sitting down with your agent every year, or whenever you experience a major life change, is one of the smartest things you can do for you and your family’s long-term financial health.
Take a moment when you reach these milestones, not only to celebrate, but also to update your insurance coverage.
Getting promoted or changing jobs.
Your new title may mean a change in your lifestyle needs and financial goals, and therefore your insurance needs. Your agent can help you figure out what’s in order, whether it’s getting workplace and disability income insurance or updating your life insurance policy.
Moving.
Moving can change your budget considerably—perhaps your commute is shorter but your mortgage is higher. Make sure your insurance protects your current lifestyle and goals and fully covers you in your new locale.
Getting married.
Old, new, borrowed, blue—and insurance coverage review? Work with your insurance agent to determine the right coverage for you and your spouse, and while you’re at it, refresh your list of named beneficiaries.
Having a baby.
A little bundle of joy comes with quite a long to-do list. In between changing diapers and scheduling appointments with the pediatrician, make time to update your insurance coverage. You’d do anything to protect the newest member of your family—so be sure your insurance plan reflects your wishes.
Life changes can be exciting but also stressful. Give yourself and your family peace of mind by checking off one of the most important things on your list. Your agent will make the insurance coverage review process painless—so you can get back to enjoying your ever-changing life.