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The importance of an Annual Insurance Review



It’s Time for Your Annual Checkup


A new year is here and, it’s hard to believe but we are already inching closer to February!  Whether you set new year resolutions, intentions, or affirmations, it is a great time to review your insurance policies. Life happens, things change, and it’s important to make sure your coverage is up to date so you can continue to protect the people and things that matter most to you.  In our video below, we share some information for you to consider, so we can help ensure that you have the proper protection in place.



What Is an Insurance Review?

An insurance review is a thorough look at your insurance coverage – the policies protecting your vehicles, home, family members, and other valuables. It is important to review your insurance coverage regularly to help ensure that your property, your possessions, and your loved ones are well protected.


When should you do a Review?

We recommend that you do an insurance review annually, much like you have an annual checkup with your physician.  An annual review doesn’t necessarily mean you’ll need to make any changes. In many cases, your current coverage may still be adequate. An annual review allows us to identify any important changes that may have occurred or discuss any “life-changing events” — those moments when life circumstances change.


Examples of Major Life Events
having a baby or adopting a child, getting married, divorced, or losing a family member,
retiring or changing careers, purchasing or selling a business, selling a property, remodeling your home,
or renting it as a vacation property, sending a child to college


What’s the Takeaway?

An insurance review does not have to be a time-consuming endeavor. A single conversation can help make sure that you are knowledgeable about your coverage and comfortable that your limits are meeting your current wants and needs. A yearly review of your insurance policies gives you the opportunity to explore how changes might affect your coverages and allows you to consider how you might want to accommodate them. You can adjust your coverage at any time that makes sense for you.


Significant events are a part of life. When your insurance coverage is aligned with your life events, you can focus more on those moments that matter. We look forward to speaking with you soon.

Thank You

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