The beginning of the year typically invokes a feeling of a “fresh start” for most people. People join health clubs with a goal to get into better shape. They often start looking for new jobs so the new year can better fulfill their personal goals.
We also recommend that you think of the beginning of the year as a time to review your financial products. Over the course of last year, there may have been changes in your life that would impact your insurance and financial product requirements. Maybe you bought or sold a home? Or maybe you changed something about your home. Maybe you acquired some new toys like snowmobiles, boats, 4-wheelers? Maybe you had a baby or lost a loved one? All these types of events may impact your insurance needs. Or maybe there weren’t any changes like this? A insurance review will still benefit you as you may now qualify for additional discounts. Discounts are available for a variety of things including attaining a certain age, having a student driver receive a positive report card, becoming eligible for multiple product discounts for having additional items to insure.
A life status review of your products is free, fast and always a good idea. Think if it as a health check-up for your financial self. Just make sure you contact a licensed insurance agent who has been trained to address any concerns you may have.
Start the new year off with a full review
