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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1-800-914-8376

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Matrix Direct Insurance Services San Diego Office is located at 9640 Granite Ridge Dr #200, San Diego CA 92123-2691

© 2012 Matrix Direct, Inc. Agency services provided by Matrix Direct Insurance Services in CA (#0B57619), ME, MA, and OK; Matrix Direct Insurance Agency, Inc. in UT; and Matrix Direct, Inc. in AR (#246412) and all other states, except SD. Matrix Direct, its employees, agents, representatives and affiliates do not provide tax, legal, or finance advice.

Matrix Direct, Inc. is a subsidiary of American General Life Insurance Company (AGL), Houston, TX. and an affiliate of The United States Life Insurance Company in the City of New York (USL); NYC, NY.

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