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Insurance and Financial Planning Resolution for 2017!


The start of a new year is always a good time to take some time to look back at the events of the past year and all that we’ve achieved. It’s also a great time to set new goals for ourselves. While you’re busy committing to a workout plan or removing sugar from your diet, find a little time for your financial needs.

As you move into January take some time to review your various insurance policies and take a few steps to get your financial house in order.

Review or add Life Insurance
You may not have a spouse or children to worry about right now, but you probably will one day, and it’s a lot easier to make sure they’re protected at this stage than it would be if you were just trying to purchase a policy at age 50 or older.  As you age, life insurance can become more expensive but that doesn’t mean you shouldn’t consider life insurance. There are policies you can add that can be critical to the well-being or your family.

Revisit Your Beneficiaries
A lot can happen in a year. Maybe your family is growing with the addition of a new child or your about to welcome your first grandchild. Choosing the right beneficiary for financial accounts and life insurance policies isn’t a one-time-and-your-done-deal. You need to review your beneficiaries on a regular basis to make any necessary changes so that your estate plan reflects your wishes as accurately as possible.

Set up a time to review your insurance portfolio
Informed customers know what their policies are doing for them, and they’re able to make better decisions for the benefit of their families. We all know that reading an insurance policy isn’t any fun. Unfortunately, many people don’t know what their various insurance policies cover. They simply look at premium prices and go with whatever is cheapest. It’s only when something happens that they’re hit with the realities that comes from having gaps in your insurance coverage.

To avoid any potential gaps, give us a call and let’s sit down to review your insurance needs. We can help you make sense of the fine print and set you up with policies suited to your specific needs.

In Summary
Making New Year’s resolutions can be fun, but they can be quickly forgotten by February. Don’t let your financial situation be one of those forgotten goals. Putting it off for next year leaves too much at stake for you and your family. Give us a call today and let’s schedule that review.  Then you can check off this particular New Year’s resolution!

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