If you are reviewing or summarizing a life insurance policy, specify what type of life insurance policy it is: term life, whole life, universal life or. Check out these five tips to better understand when and what to review your policy as your life changes. Learn more now. September is Life Insurance Awareness Month. The National Association of Insurance Commissioners (NAIC) suggests that you review your life insurance policy.
LIFE SOLUTIONS. Life Insurance Policy Review. Add value to one of your clients' biggest, neglected assets. For agent or broker use only. Not for use. Here are some important circumstances under which you should review your life insurance policies. An annual life insurance policy review can help keep your family protected regardless of life's many changes, and help ensure that you don't have any gaps.
Life insurance isn't set it and forget it. Here Quotacy gives seven examples of when you should review your life insurance policy. As a result, your life insurance coverage is going to change with every major life event at least to some degree. Performing regular reviews of your life insurance. When was the last time you reviewed your life insurance policy? Many of us purchased our policies decades ago and don't have any idea if that original policy is. While I am probably best known for my expertise in disability insurance, I am also often asked to review existing life policies. This post will focus.