If one of your resolutions for this year was
to get organized, then here are some tips on how to get financially “fit” in
2015! At least as far as your insurance goes...
Set up a
meeting with us!
Each year, we like to do a policy review with every client. We look at all of your policies and update
your information. Insurance needs tend
to change with major life events so if you got married, had a baby, changed
jobs, retired, or anything else in 2014, you probably need a review. Many times you qualify for new discounts or
we can point out ways to help you save (like getting a multi-policy discount!)
We can schedule this meeting over the phone or in the office, whichever is easier.
Get a life
insurance quote.
For some reason, life insurance is one of those things that gets
neglected. People know deep down that
they need it, but often never get around to actually purchasing any.
Many times you can get a basic term life
insurance policy for $30 a month or less.
(Depending on age and health status, it varies for everyone!)
Organize
your insurance documents.
Keep a file with a copy of your current auto, home, and life policies in
one easy-to-find place. When your
renewal comes in the mail, you can throw out the old copies. Some people also like to keep a copy of their
life insurance with their attorney or in a fire safe. We can always help you get a copy if you need
it!
Put a
current insurance card in your glove box and throw out the
six old ones that are likely crumbled up in there.
That’s it!
Take care of these items and you’re on your way to being organized and
properly covered in 2015!
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