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How often should I review my policy?

You should review all of your insurance needs at least once a year. If you have a major life change, you should contact your insurance agent or company representative. The change in your life may have a significant impact on your insurance needs. Life changes may include:

  • Marriage or divorce

  • A child or grandchild who is born or adopted

  • Significant changes in your health or that of your spouse/domestic partner

  • Taking on the financial responsibility of an aging parent

  • Purchasing a new home

  • A loved one who requires long-term care

  • Refinancing your home

  • Coming into an inheritance

This article adapted from information provided by the Insurance Information Institute.

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