2011 Financial Review and Budget. Don't forget to Review your Insurance!

Happy New Year! I wish everyone a very successful and positive 2011.

 

As you review your 2010 finances and make plans for 2011, do not forget to include your  insurance program as part of your financial review.

 

For many of us our monthly or annual insurance bill is a significant part of our budget:

Are you sure you are getting all the discounts available to you?

Did anything change in your life last year that would impact your insurance program?

     

Do you need to look at your line item charges on each policy to see if you can free up some money?

Is your Insurance Program generating money for you?

 

Have you been exposed to a true comprehensive Insurance Program?  A comprehensive Insurance Program not only protects your assets, but it helps grow your assets and net worth.

 

If you have an Insurance Agent you work with make sure you meet that Agent on an annual basis to review the aspects above.

 

If what I have written is new to you and you are not being guided through these steps, please contact me so we can make sure you are getting the benefits you deserve.  

 

jeff@jefflemmoagency.com
http://www.jefflemmoagency.com/