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Time For a Personal Insurance Review?

(01/10/2011)

What can happen in a few months’ time?

Consider the following:

• Your family situation could change. You could marry or remarry, welcome a new child or say goodbye to a grown one who’s off to college or the working world.

• Your job situation could change. You could leave one job and accept another, or you could open a home-based business. You could even retire and devote all your time to your hobbies or volunteer activities.

• Your housing situation could change. You could remodel your existing home, add a security system or install a new hail-resistant roof. Or you could leave your old home entirely and move into a condominium. You might even decide to purchase a vacation home.

• Your job transportation situation could change. You could buy or sell a car, motorcycle or boat, or modify the ones you own.

You might not think these various changes have much in common, but they do. To be specific, they all could require an adjustment to one or more of your insurance policies. And that’s why it’s a good idea to schedule a Personal
Insurance Review with me at least once a year.

During this complimentary review, we’ll go over a few key questions to ascertain what changes have occurred
since we last met and, as needed, I will make appropriate recommendations for your insurance and financial protection.

If it’s been a while since our last Personal Insurance Review, give me a call soon to schedule one. It
will be time well spent.

 

 

 

 

 

 

 


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