Why You Need To Do An End Of The Year Insurance Review

As we wrap up the whirlwind that was 2024, many of you at home may be reflecting on the past year- both personally and as a whole. While you’re in that reflective mindset, it’s the perfect time to ask: Are your insurance policies still meeting your needs?

Join Charles as he explains the importance of an end-of-year insurance review. Whether it’s life insurance, health insurance, or long-term care insurance, it’s important to stay aware of any updates or adjustments that could impact your policies. You want to make sure that your insurance policies match up with your financial goals!

Plus, we’ll tackle a mailbag question about trying to time the market. Don’t miss this week’s insightful show!

Here’s some of what we discuss in this episode:

0:00 – Intro

0:37 – Life insurance

2:25 – Making sure your insurance matches your legacy goals

3:52 – Long-term care

6:09 – Mailbag: why timing the market is a fool’s gambit

9:23 – Market volatility that could come with a new administration

Order my free book, Protecting Your Assets with Tax-Free Long-Term Care insurance solutions---https://arizonaltcresources.com/book

Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.

Want a free copy of my book, Protecting Your Assets from Long-Term Care, click the link below.

Download, The 10 Critical Things Seniors Need to Know About Long-Term Care, click here.

Why You Need To Do An End Of The Year Insurance Review

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