Just as an annual medical checkup helps detect health issues early, reviewing your life insurance is a key part of your annual financial planning. Keeping your policies up to date ensures long-term financial security for you and your loved ones, helping to avoid unpleasant surprises when it’s time to make a claim.
“Life insurance plays a vital role in building financial resilience,” says Joretha Bothma, Head of Product Development, Underwriting, and Claims at Momentum Life Insurance. “And regularly reviewing and updating your life insurance is a simple yet powerful step toward a financially secure future for you and your family." Joretha recommends making it a habit to review your policy annually.
Make it a habit to review your policy annually by following these 6 simple steps:
“A life insurance review is a simple yet powerful way to build resilience against life's uncertainties.”
~ Joretha Bothma, Head of Product Development, Underwriting, and Claims at Momentum Life Insurance.
Rather than waiting until it’s too late to discover any gaps when making a claim, make it a habit to review your life insurance annually. By regularly updating beneficiaries, reviewing cover amounts, and exploring policy enhancements, you create a flexible foundation that adapts to your changing needs. This proactive approach helps you meet your financial goals and ensures the ongoing financial security of your loved ones, keeping your life insurance relevant.
No matter where you are in your financial journey, we’re here to help you find life insurance options that align with your goals and secure your legacy for future generations.
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