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Policy Review

Make Sure You Are Covered

Reviewing your insurance and retirement policies should be done on a regular basis. If you have a policy you want reviewed one of our associates can review it with you and let you know if any changes should be made. There is no charge to you for this service, we just want to make sure you are covered. 

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Bring us your policies

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Our Team Reviews Them

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You Get Recommendations

Schedule Your Free Review Today

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How Often Should Review My Life Insurance Polices?

You should review your policies at least every 5 years or when a life event happens.
  • Buying a or Upgrading a Home
  • Getting Married
  • Having Children
  • Caring for Aging Parents
  • Starting a Business
  • Sending Kids to College
  • Retirement 
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How Often Should I Review My Personal Insurance Lines (Home, Auto, Flood Pet ...)?

Personal Insurance lines such as your home & auto insurance should be reviewed every few years or sooner if you receive a renewal increase over 10%.  It is also a good idea to review your policy if you plan on adding a pool or getting pets that could affect the amount of insurance you need.
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How Often Should My Retirement Polices Be Reviewed?

Depending on the types of retirement polices such as an annuity or IRA they should be reviewed at least once a year. If your financial goals change throughout the year or you have a major life event you should review them even sooner.  

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How Often Should Medical, Dental, & Vision Polices Be Reviewed?

Medical, Dental and Vision should be reviewed every year during open enrollment. It is important to remember that you cannot change your plan during the year, because of this you want to make sure you understand any plan changes from one year to the next. If you have any changes in your health open enrollment is the time to make sure you are fully covered.

Why we're the best option

I can’t think of anything WD could do better. Staff is knowledgeable, responds promptly and is always patient and courteous. They offer a wide variety of services and are up to date on the newest trends.

Many years of wonderful service!

Jo-Ann
My dealings with Bill, Terry and WDA have always been positive. We get great value from our relationship with WDA. Keep up the good work!
Erica