How Life Changes can Affect Insurance
Often, we hear stories from new clients about insurance purchased years ago that has not been reviewed or updated since purchased. On life insurance policies, sometimes not all children are named as beneficiaries. Or, an umbrella policy added ten years ago is no longer sufficient to protect the client's now significantly larger net worth. Your life is dynamic and always changing, and your insurance policies should reflect that. At Dodds Wealth, our insurance advisors will comb through your insurance policies to make sure they are up to date.