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Let's Review Your Life

Let's Review Your Life

September 22, 2023

Life doesn’t stand still. Neither do your life insurance needs.

If you have a quote or policy and haven’t reviewed it lately, you may be surprised to discover that what worked for you then may not not meet your needs now.

Luckily, going over your life and matching it with your life insurance just takes a bit of thinking. And a little math.

Here is how to do a quick review to know what you need:

  • DIME - Use the DIME method to figure out your life insurance needs. Add Debt, ten years of Income, Mortgage payoff amount, and the cost of your children’s college Education.
  • Type of Life Insurance - Do you need term life insurance (life for a fixed amount of time), or whole life insurance, a policy that lasts your whole life?
  • Cost of Life Insurance - The price of a policy depends on your age, health, and the amount of coverage in the policy. There are many online calculators that can help.

⭐Take advantage of my free online calculators by CLICKING HERE

What if I don't think I need life insurance?

Although you may be very comfortable where you are in your life right now, you may need some guidance or knowledge of best practices when it comes to managing your money responsibly and how you can reach your financial goals.

Likely you have one or more of these 3 concerns:

  1. Will I have enough money for my lifetime?
  2. Am I doing the right thing with my money?
  3. Who do I turn to when I have questions?

Once you ask yourself one or all three of these questions, you may realize that you need to take control and feel confident about your financial future, this is where I can become your resource partner.

Reach out and start with a Financial Breakthrough Session. 

Schedule your complimentary session now -