PM Insurance Services

How often should I review my life insurance?

Like other aspects of your financial well-being, you don’t want to take a “set it and forget it” approach to your life insurance policy.

As a general rule of thumb, it’s a good idea to review your life insurance with your life insurance agent at least once a year. The life insurance review is a way to make sure that you have the right kind and level of coverage to protect your loved ones. And if you have permanent life insurance, it’s a good opportunity to make sure it’s helping you meet your overall financial goals.

A life insurance review is also the perfect time to learn about any new coverage options your insurer recently announced; to discuss any concerns you have about the rate you’re paying; and to take action before a policy expires.

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