Why Your Life Insurance Needs Periodic Reviews

Life insurance is a powerful tool with unique tax advantages that can help ensure your and your family’s financial security. Your policy is a sophisticated and complex financial instrument and, therefore, not a “stick it in a drawer and forget about it” type of investment. As your life and the world around you evolves, your life insurance policy may need to change with it. What met your and your family’s goals and objectives in the past may not meet those needs today.

Many factors affect the suitability and performance of a policy. Regularly evaluating a life insurance policy is essential to ensure that it is still meeting your and your family’s needs. Initially, a comprehensive review is advisable but, over time, it will require fine-tuning. An experienced financial professional who can lead you through the maze of competing and complex factors is essential.

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