08/18/2025
Talking to your insurance agent once a year can help you prepare for major life events and unexpected curveballs. Here’s what to discuss and why it’s important to meet with your agent annually.
❔ What should I discuss with my insurance agent?
When life changes, so do your priorities. In an annual review, talk to your agent about changes in your life, as well as your plans and priorities, to ensure you're protected.
❔ Are there other times I should contact my insurance agent?
Yes! Here are other times when giving your agent a call is worth the time.
1️⃣ Your policy is up for renewal.
Take time to evaluate your needs and your coverage since your last renewal to ensure you’re protected.
2️⃣ You’ve made major lifestyle changes.
Got married, quit smoking or had a baby? These changes can impact your insurance coverage needs.
3️⃣ You bought or received valuable items.
Receiving gifts such as jewelry or buying anything new for your home, like TVs or even artwork, means you might need additional personal property protection.
4️⃣ You’ve updated your home.
Made home or property improvements such as replacing the roof or installing an alarm system? Depending on the upgrade, you may qualify for a home insurance discount.
As an insurance agent, I’m committed to providing you with the best solutions for your needs, so you can experience all that life has to offer.
Give me a call today, and let’s talk!
