Insurance

Review coverage for health, auto, home, and life to ensure you and your assets are fully protected.

Review health insurance plan
Compare plans during open enrollment to ensure coverage meets your current needs.
Due: During Open Enrollment (usually Nov-Dec)
Review auto insurance limits
Check liability limits and deductibles; update mileage if you're driving less.
Due: Before renewal (every 6 months)
Update home inventory
Document valuables and major purchases (photos/video) for easier claims.
Due: Annually
Review life insurance beneficiaries
Ensure designated beneficiaries are up-to-date after marriage, divorce, or births.
Due: Annually
Assess need for umbrella policy
Determine if your assets exceed your current liability coverage limits.
Due: Annually
Shop around for better rates
Get quotes from other carriers to see if you can save on premiums.
Due: Annually