At the Tyler Insurance Group we have found that an annual review of your savings and insurance strategies can help you accomplish your goals. Individuals and families typically have two types of financial needs – saving and protection.
The most common savings needs include the need to save for financial emergencies, college education, and retirement. In addition you may have other personal saving goals that need to be addressed annually.
Personal insurance needs ordinarily include medical and dental insurance. In addition, long term care and disability insurance need to be considered.
Life insurance needs often change throughout your lifetime and should be reviewed regularly. The amount, type, rider options, and length of coverage usually depend upon your family needs, financial situation, and your health.
Originally posted 2014-08-21 11:24:45.