How Often Should You Review Your Policies?

At a minimum, evaluate your policies once a year to ensure they still meet your current needs and to take advantage of any potential cost savings.  Plus, certain life events or changes in circumstances may require an immediate review of your policies.

Examples of situations that may require a review of your insurance policies include:

• Purchasing a new home or car
• Getting married or divorced
• Having a child
• Starting a business
• Sustaining significant financial changes
• Retiring

Reviewing your policies with your local insurance agent will give you peace of mind and help you manage any potential financial risks.