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

As the year draws to a close, many of us find ourselves reflecting on our lives and priorities. The holiday season combined with the open enrollment period offers the perfect chance to reassess whether our life insurance coverage still meets our needs. With life’s twists and turns, your once-perfect policy might no longer suit your current situation.

Why Review Your Coverage Annually?

This time of year is ideal for a thorough review of your life insurance coverage. Whether you've started a new job, received a promotion, retired, or experienced significant life changes, it’s essential to ensure your insurance aligns with your current responsibilities and aspirations.

• A new job, promotion, or stepping into retirement
• Getting married or divorced
• Welcoming a new child or grandchild
• Purchasing a home or acquiring new financial commitments
• Health changes, shifts in income, or new long-term financial objectives
• Adjusting beneficiaries or revisiting estate plans

The Peace of Mind of Updated Coverage

Knowing that your coverage reflects your present life circumstances gives peace of mind. Don't wait until it’s too late; take a proactive step before the year ends. Schedule a quick coverage review to ensure everything is in place. This quick, supportive process is a small step that offers significant security for both you and your loved ones.