Have you ever heard of a Personal Insurance Review? If not, now is a great time to consider talking to your agent about having one. It's an important opportunity to make sure you're getting the right coverage for your family - and any potential discounts that may be available.
Eight things to consider in your Personal Insurance Review
A Personal Insurance Review is an opportunity for you and your agent to work together to make sure your insurance program is up-to-date based on your individual needs and the changes happening in your life. Your agent assists by performing a comprehensive review of your current circumstances that includes:
Updating your current contact information and preferences
Identifying changes in your insurance needs due to changes in lifestyle or life stage
Gathering information about your major purchases, or anything else that is important to you
Recognizing gaps or overlap in coverage to ensure you have the right amount of coverage
Discovering current or upcoming changes to your property (new additions, decks, remodels, etc.)
Determining if additional protection is needed to help round out your insurance program
Informing you of ways to help save money through eligible discounts and available deductibles
Education surrounding ways to better shield your property, belongings and family's financial well being
I recommend an annual or bi-annual Personal Insurance Review between you and your agent. If you would like more information or are interested in scheduling your own Personal Insurance Review - please contact me by email, through the form on my Facebook, or call my office directly to set up an appointment – (219) 226-1700.
Contact us today for a free, no-obligation life insurance consultation and quote, or visit our website.
Glenn Gross, Agent
Office: (219) 226-1700
Fax: (219) 226-9715
Visit my Website.