Life and Disability

Annual Policy Review

Personal insurance coverage should be examined once a year to ensure that it is up-to-date and complete. Coverage could be affected by any changes in lifestyle, such as:

  • the birth or adoption of a child;
  • the purchase of a second home, new car, jewelry or art; or
  • a job change or promotion.

Complete the annual review checklist and make sure that your personal insurance plan is comprehensive and fulfills your specific needs.