Is Your Current Protection Plan Still Right for You?
Your income, responsibilities, health needs, and financial goals may have changed since you first got your plan. Let us review your existing coverage and identify possible gaps, overlaps, or areas that may need updating.
During the consultation, I may use the Financial Protection Assessment and available calculators to better understand your situation and provide suitable recommendations.
What the consultation can cover
- Your current life insurance and health coverage
- Changes in your income, family, debts, and responsibilities
- Your beneficiaries and policy information
- Protection gaps and priorities
- Emergency fund, education, retirement, and estate-planning needs
- Whether your existing plan should simply be maintained, updated, or complemented