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?
Bought a new home
Gotten married
Had a baby or adopted a child (or been thinking about starting a family)
Starting to plan how to pay for college
Become an empty nester
Gotten divorced
Lost a loved one in your immediate family
Purchased or sold a business
Received an inheritance
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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