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