Watch this :15 second video to see if it looks - and sounds - like where you are in your career and life. And if it is, the help you need is right below.
Take time to make your big decisions the right decisions.
Collect. Get all your policies together and highlight any areas you want to re-visit.
Reflect. How have your circumstances changed since you got your policies? What things need more protection? Which need less?
Project. What are the deal-breaker risk issues you want your insurance to solve?
Once you’ve done these things, have a data-exchange meeting with your agent and let them do the work of giving you options and pro/con perspective about specific coverages.
**Insurance products are not deposits, not FDIC insured, not insured by any federal government agency, and not guaranteed by the bank.
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