What Should I Consider When Reviewing Health and Life Insurance Policies?

September is National Insurance Month. Ok, so it’s no National Pizza Day or National Margarita Day, but it is something I’m interested in! A healthy review of policies is always good, and we are happy to discuss mitigating risks with insurance.

Any good financial plan takes insurance needs into consideration. Whether it is recommending a life insurance policy change, or an umbrella policy because you have young drivers.

We’ve created a checklist to help in your review process – see below: “What issues should I consider when reviewing my health and life insurance policies?” This checklist covers health, life, disability, and long-term care that maybe helpful to think about.

We’ve also included a downloadable PDF here: Click to download checklist.

 

What Should I Consider When Reviewing Health and Life Insurance Policies?

What Should I Consider When Reviewing Health and Life Insurance Policies?

If you have questions, feel free to reach out and we can review or discuss your insurance policies. Also, don’t forget about National Pizza Day on February 9th and National Margarita Day February 22nd!!

Kevin Nelson

Kevin Nelson is a financial advisor and CERTIFIED FINANCIAL PLANNER™ with Financial Synergies Wealth Advisors in Houston, TX.

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