At D.A. Davidson & Co., we believe it’s important to begin any life insurance policy review with three
Life changes dramatically at times and so can your insurance needs. You may not realize that each of these events can affect your life insurance needs:
In addition to the inconstancy in each of our lives, our life insurance needs are affected by changes in the world, including fluctuations in the interest rate environment, changes in insurance carriers, improved insurance benefits and features and more. Did you know that the internal cost of life insurance is more favorable now than in past years? You may qualify for the same coverage today at a lower cost.
Life insurance is an important part of any holistic wealth preservation plan. If your policies already are adequate and updated, that’s perfect. But many people receive their annual insurance statement, file it away and never investigate or understand that report.
Isn’t it time that you made sure your life insurance policy reflects your needs? D.A. Davidson can help you do so with a policy review.