Michele... I need you to call me.
Michele... I need you to call me.
I need more coverage for me, my kids, and grandkids.
Let me tell you a secret about Insurance Agents. We are never too busy to hear from you. I get calls that start with the words above almost every day. Each time I can answer a question, adjust their plans, or help get the check after a loved one has passed is a joy for me to do!
Your needs change as you go through life and today. Here are questions that you should be able to answer.
Do you know who your insurance agent is right now?
How did you meet them?
When was the last time you spoke with them?
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There are seven life stages that you want to reach out to your agent and review your plans.
Marriage - Protect the new union as two become one.
Becoming a Parent - A new life depends on you.
Home ownership - Your first home to your forever home, make sure it stays in the family.
Change of employment - Moving on up or into the golden years is the time to right size your plans.
Retirement - Securing your next egg in “Zero Loss” plans may be right for you.
Divorce/Single - You may be going solo, but your value to others remains.
Loss of a loved one - Whether it was their time or gone too soon, there are adjustments that come with loss.
Beyond the seven stages above, you should also be visiting annually with your agent.
Most people today are under-insured. Make the call and talk to your agent today!
