Your Life Stages and Events

Life Happens: So Should an Audit

Purchasing life insurance is usually prompted by an event, but not many people realize that events should prompt you to reevaluate your life insurance, too. Have any of these life events occurred since you purchased life insurance?

  • Marriage or divorce
  • Death of a spouse
  • New dependents, whether children or older relatives
  • Change in employment
  • New home or new real estate
  • Retirement, you or your spouse
  • Change in finances
  • Paying off your house
  • Sold or bought a business
  • Change in health status
  • Change in lifestyle
  • Beneficiary change
  • Change in executor or trustee
  • You completed estate planning in the 1990s
  • Impending needs for services like long-term care

If so, our audit can probably identify better coverage for less money or more coverage for the same amount you pay now. We identify better options for ninety percent of our clients. Shouldn’t you be one of them?

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