10 REASONS TO HAVE A LIFE CHECKUP

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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