The Annual Insurance Audit
Your “financial helmet” must fit the head you have today, not the one you had five years ago. Insurance is a dynamic shield that must grow as your life grows. If you haven’t reviewed your portfolio in 12 months, you are likely either under-insured or over-paying.
- Life Stage Triggers: How marriage, kids, and new home loans change your math.
- Self-Insured Zone: Learn the exact point when you can stop paying for life insurance.
- Administrative Hygiene: The boring updates (like nominees and PED declarations) that prevent 50% of claim rejections.
Watch this video to perform your own 10-minute insurance audit and fix the gaps in your safety net.