Protecting your assets
3 Reasons to Review Your Life Insurance Policy
While it’s ok to postpone some things for later, reviewing your life insurance shouldn’t be one of them.
Life insurance plays a vital role in financial planning by helping you meet certain financial goals and objectives. But unlike putting off a visit from a long-lost cousin or cleaning the garage, postponing your annual life insurance review can have a significant impact on your financial plan.
Here are three important reasons for not putting off scheduling your annual life insurance policy review.
Not sure if you need a life insurance policy review?
There are dozens of other valid reasons to review your life insurance policy. The good news is that you don’t need to be an insurance expert to determine where you may need to make changes. The following checklist is a perfect place to start.
If you can answer YES to any of the following questions, you should consider reviewing your current policy. Your Relationship Manager can help you with a complimentary insurance policy review through UnionBanc Insurance Services.
Contact your Relationship Manager to schedule your complimentary policy review.
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Clients requiring insurance advice will work directly with representatives at UnionBanc Insurance Services, a division of MUFG Union Bank, N.A. with a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. California State Insurance License No. #0817733. Non-deposit investment and insurance products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers