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10 REASONS TO HAVE A LIFE CHECKUP

Writer: FCA FinancialFCA Financial

Life moves fast. So fast that it can be hard to slow down and plan. So, what’s one to do? One simple step is to have a life checkup each year by answering a few basic questions. Source: NLG


HAVE YOU HAD A BIG LIFE OR FINANCIAL CHANGE IN THE LAST YEAR—LIKE ANY LISTED BELOW?


  1. Bought a new home

  2. Gotten married

  3. Had a baby or adopted a child (or been thinking about starting a family)

  4. Starting to plan how to pay for college

  5. Become an empty nester

  6. Gotten divorced

  7. Lost a loved one in your immediate family

  8. Purchased or sold a business

  9. Received an inheritance

  10. Been thinking about how to bridge any gaps in your retirement needs


If you answered yes to one or more of these major life events, check out the resources below to learn more. Then, get in touch with a financial professional to discuss your specific life insurance needs. Try to make time each year to review your needs.




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The content on this website is being provided for informational purposes only and is not intended to be tax or legal advice. FCA Insurance Services is an insurance agency that offers fixed annuity and fixed life insurance products. This website is for U.S. persons only and may not be approved in all states. Information contained on this site does not and is not intended to constitute an advertisement, solicitation, or offer for sale in any jurisdiction outside the United States, where such use would be prohibited or otherwise regulated. Not an Offer to Sell/Buy Securities: Information contained on this website is not an offer to sell securities or the solicitation of an offer to buy securities. This information is Subject to Change Without Notice.

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