πŸ” Annual Policy Review Guide

A yearly review ensures your insurance still fits your life, budget, and goals. Use this guide to walk through the essentials.

  1. Have there been major life changes?
    Marriage, divorce, new child, new job, home purchase, etc.
  2. Is your current coverage still enough?
    Think about home value, medical needs, vehicles, liabilities, etc.
  3. Have you compared prices recently?
    Rates and discounts change β€” you could save hundreds by switching.
  4. Are your beneficiaries up to date?
    This applies especially to life insurance and retirement accounts.
  5. Do you have reminders set for renewal dates?
    Mark your calendar to avoid gaps or auto-renewals without review.