How Often Should I Review My Life Insurance Policy

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

• Marriage, divorce or retirement

• Birth or adoption of a child or grandchild

• 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

• Refinancing your home

• Purchasing or investing in a business

• A loved one who requires long-term care

• Coming into an inheritance

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Over the last 15 years Matrix Direct has secured over $120 billion in life insurance coverage. Over 6 million clients have come to us for their life insurance needs.