Your needs can change over time. A review can help you understand whether your current coverage still matches your circumstances.
1. Your family or responsibilities changed
Marriage, a new child, caregiving responsibilities or a change in who relies on your income may be a reason to revisit your protection needs.
2. You bought a home or took on new debt
A mortgage or other major financial commitment can change the amount of protection you may want to consider. Review your existing policies before assuming you need a new one.
3. You have not looked at your policy in years
Make sure you understand your coverage amount, premiums, exclusions, beneficiaries and any conditions that apply. Changes to coverage are subject to insurer requirements and underwriting.
A review is an opportunity to ask questions and understand options; it does not mean you must purchase or change a policy.
Let’s talk about your next step
Contact me to discuss your questions. A consultation does not guarantee approval or coverage.
Contact Marie