Tag Archives: Insurance

Financial Snapshot: Insurance Review

Something that is easy to do, but also easy to forget is to review your insurance coverage.  Home, life, auto, business, health, etc. Schedule a review with your agent to ensure that you have the proper coverage for your current situation.  No need to pay for more than you need, but you also don’t want to be under-covered. As a part of the process, be sure to update the beneficiaries on your life insurance plans if needed.

I try to review coverage every six months or so.  I schedule it in Outlook and make it a part of my annual financial calendar. Sometimes, nothing needs to be changed, but looking it over a couple of times a year ensures that I am current.


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