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.
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.
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.