What is a Life Insurance Review?
During your life insurance review, the team at One Stop Financial Group will take a thorough look into your coverages to determine if your policies meet your needs and to determine if any changes are necessary. With regular life insurance reviews, you won’t face any surprises about your policy down the road. Our experts are up-to-date on the latest industry changes and will advise you on which coverages and policies are best for your unique circumstance.
The Importance of Reviewing Your Life Insurance Policy
Experts recommend reviewing any insurance policy once a year or after any significant life changes. Any considerable life or financial changes may have an important impact on your overall insurance goals. The One Stop Financial Group will help you determine if any changes in your life have altered your needs and if we need to revise your life insurance plan.
What is an Insurance-Qualifying Event?
An insurance-qualifying event is classified as a life or financial change that affects your insurance policy. The following are a few examples of instances your team will consider life-changing events.
- Change in Living Situation
- Job Changes
- Major Retirement Milestones
- Family Status or Size Changes
- Childhood Milestones