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May 9, 2008, Newsletter Issue #103: Policy Planning

1

Tip of the Week

There are a few things to remember when picking out your life insurance policy:

-There is no rush. Make sure that you understand the policy and that you are comfortable with the life insurance company, the agent, and the product.
-The check should be made payable to the company and not the agent. Always get a receipt.
-There is a cancellation period on all policies in the event of problems or you decide against it later on.
-Contact the agent or company with any errors within the policy.
-All life insurance companies have customer service departments to discuss any concerns or problems you encounter with your policy.
-Review your policy at least every three years to make sure that you have the proper coverage.
-If your situation changes in any way, have your policy reviewed and adjusted if possible.



2

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