Five life events should trigger a life insurance review, to make sure you and your family are ready for any eventuality.
1. Births, deaths, marriages and divorces. 2. A change in your finances. 3. Retirement. 4. Tax-law changes. 5. Every two years. An excellent article has been built around this concept, written by Neal Frankle, a Certified Financial Planner in Los Angeles. It's short and to-the-point, so there's no need to try to re-create it here. Read it on the LifeHappens.org website. Georgia residents who would like me to provide you with a free life insurance quote or to review your current life insurance policies and advise you on what changes you may need to make can email me at david@davidrossandassociates.com or use the contact form on the CONTACT page. I'll respond within 24 hours or less -- probably a lot sooner than 24 hours -- to set up a time for us to talk.
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