Reviewing Life Insurance Policies

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Reviewing a life insurance policy means sitting down with an adviser and discussing life changes and the effect they have on insurance policies. Do an annual review of a life insurance policy with information from a licensed insurance agent in this free video on life insurance.

Part of the Video Series: Life Insurance
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Video Transcript

Hi, my name is Bill Rae. I'm a licensed life insurance agent, and I've been in the business for well over two decades. And the question is: How to review a life insurance policy. And boy, let me tell you, you've come to the right fellow for that. I am a huge fan in people sitting down and reviewing their policies. When you first buy a life insurance policy and your family is young and life is changing on you, you should sit down with your adviser at least once a year. There are many things that happen throughout your life that should cause you to, at least, pick up the phone and make mention of what is going on. For instance, maybe last year, it was just you and your wife. Now, this year, your wife had twins. Do you think you should call? You bet. As life gets along and things settle down, well, maybe every couple of years. But clearly, without a doubt in my book, an annual review is one of the smartest things you can do. Do you know that today, life insurance is one of the very few things that's actually dropped in price? So if you haven't reviewed that policy in a while, pull it out of the file, dust it off, and give me or your adviser a call. It's time to review. My name's Bill Rae, and I'm helping you build wealth.

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