We are going to have two focus months in 2025. In May the firm will be focusing on life insurance and in July our focus will be long term care funding. Our goal is to ensure that every client has a well understood, comprehensive plan for these two life events.
We will want to:
1) make sure beneficiaries are up to date
2) make sure there are no policies in jeopardy of lapsing
3) determine if you are overinsured or underinsured
4) ensure that paperwork for all expired policies has been disposed of
5) collect details on all existing policies
6) educate clients and prospective clients about these two important topics
7) make sure you understand what you have.
Please start gathering up your paperwork and making a list of questions.
Stay tuned!