11 times to review your insurance policy
"Money is only a tool. It will take you wherever you wish, but it will not replace you as a driver."
Ayn Rand, American novelist and philosopher
Indeed, you are the driver and controlling your money means controlling your life.
Life consists of constant change, and controlling your budget can make it easier to cope with the upheavals. Do you take stock of your finances now and then? Like every aspect of your life, life insurance is something you should regularly review to update your policy. Review your life insurance policy periodically to ensure this is the right policy for you and your beneficiaries. You can then assess whether all your needs are covered or if you should look at an additional option. You might well congratulate yourself in a few years for taking the time to review your coverage over the phone with your advisor. This simple review could save you money or even avoid a claim. And if you know someone a little lazy about their finances, now is the time to send them this article to help them consider their life insurance options. So, here are the 14 cases where you should call your advisor to review your insurance policy.
Financial Education: Do You Really Know How To Manage Your Budget And Finances?
Is there a perfect formula to stop worrying about money and be sure you always have savings to deal with the unexpected? How to properly manage your budget and personal finances? Ensuring your financial security comes with a solid foundation - and those foundations start with solid budget management. The key to successfully managing your personal finances is simple. It's a bit like a house: you need to create a solid foundation, build the upper floors, and of course, have a roof to be always protected no matter what happens above your head. Life insurance plans and annuities for retirement offer this kind of security. Then, once you built that financial security, you can set aside money for holiday spendings, education and your dream home.
And if you thought a family budget worksheet was enough for sound personal finance management, read this article carefully till the end. Likewise, if you know someone who has trouble managing their personal finances, please share this article to help them. This financial education article will teach you how to handle a personal budget and handle a budget surplus. Or more precisely, how to invest it. But first, let's talk about your financial goals.