December 13, 2022

Topic(s): Life Insurance

Insurance Mistakes to Avoid in the New Year
Presented by: Mark Maurer, CFP®

Start the new year fresh but with the coverage you already have. We’ll cover the importance of paying premiums on time and options clients have with policy changes. Your clients' insurance policy may have started with an original plan that has since changed. Learn what common changes can benefit from a policy review and what to do to keep all information up to date.