An annual review of your insurance portfolio should consider life insurance, disability insurance, and critical illness insurance. Any oversights could carry huge financial and emotional costs.
Over the past 2 decades, too many occasions involved clients who waited until a tragedy hits to review their insurance.
Sound financial planning must include life insurance. As the industry evolves and your life progresses, your insurance needs will change.
The purpose of a review is to ensure your current coverage aligns with your current financial needs.
In today’s uncertain market, it’s crucial you take the time to review your portfolio now rather than being forced to do so. Contact your advisor and schedule a review today!
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