Personal Insurance Planning

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2025 is around the corner, here and now is the best time to think about your personal insurance program. When was the last time you reviewed your insurance coverage? The start of the New Year is a great time to review your personal insurance. Most of us know that major life events can make it necessary to update our insurance coverage. But did you know that even subtle changes can have an impact on your financial needs and plans?  Call our office today, and we can help you find the right combination of coverage and price.

Insurance resolutions

  • Review my insurance to make sure I have the right coverage
  • Take the time to read my insurance policies
  • Do I need to insure any Christmas gifts; jewelry, guns, ATV, boat, etc?
  • Do I have enough life insurance?
  • Get a quote for flood or earthquake insurance
  • Combine my auto and home insurance to save money
  • Complete a home inventory to ensure my property values are correct
  • Consider purchasing or increasing my umbrella coverage

Have I experienced any of these changes? It may impact your insurance

  • Bought or sold a car
  • Changed your marital status
  • Do you work from home?
  • Bought a boat, RV or ATV
  • Change of address
  • Welcomed a new baby into the family
  • Major inheritance
  • Have a new teen driver in the family