Your life changes over time. Your financial plan should change, too.

Starting a family, getting married, buying a home, single again, new job? A life event is an important time to re-visit your financial plan to make sure that what you have in place is still everything you need now and in the future. Consider one piece of the plan – insurance coverage.

All too often, people’s lives change while their life insurance coverage remains the same. Our Manager of Insurance Services Roxie Muñoz, CLU^®, FLMI suggests reviewing your policies periodically but especially when you have…

• Purchased a new home
• Got married /divorced / remarried
• Welcomed a new child (or more) to your family
• Had a change in employment status or benefits
• Started your own business or sold one
• Had a change in health or lifestyle that led to improved health
• Received an inheritance
• Retired