Insurance
Insurance is often overlooked as a financial planning tool
When was the last time you reviewed your insurance policies?
If you're like most people, the last time you even saw your insurance polices was the day you bought them. You recognize the value of insurance as a tool for planning for the unexpected, but that doesn’t mean you want to think about your policies all the time.
Chances are you have had changes in your life since you bought your insurance policies - been married or divorced, welcomed a child or grandchild, acquired or sold a business, started a new job or earned a promotion, or taken on new future financial obligations (college tuition for a child, a retirement home, etc.). The coverage that once was adequate for the future you had in mind may no longer be appropriate.
If your life and goals have changed since you implemented your insurance program, an insurance audit may be in order.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC.Investment Advisory services offered through 1st Global Advisors, Inc.