End-of-Year Life Checkup: Is Your Coverage Right?

As the year winds down, it's natural to reflect on the past months and ponder what the future holds. The holiday season, coupled with the open enrollment period, presents a perfect opportunity to reassess your life insurance needs. Life is full of twists and turns, and sometimes, those changes make old policies feel outdated. It's easy for priorities to shift without us even realizing it.

Consider taking time for an end-of-year life checkup. Here’s why an annual reassessment of your life insurance could be crucial:

• Have you started a new job, received a promotion, or retired recently?
• Did you get married or divorced this year?
• Have you welcomed a child or grandchild into your family?
• Are you facing new financial obligations like buying a home?
• Have there been changes in your health, income, or financial goals?
• Do you need to adjust your beneficiary designations or estate plans?

The peace of mind that comes from knowing your coverage matches your current circumstances is invaluable. Before the year closes, take a proactive step to ensure your life insurance still fits your needs. We invite you to schedule a quick coverage review with us. It's easy and supportive, ensuring you're protected no matter what life brings next.