I am preparing for retirement and downsizing. How does that affect my insurance?


This is the time of year we start looking ahead and planning for the future.  We make resolutions and set goals.

There are many items you need to evaluate as your prepare for retirement.  You need to review your auto and homeowner’s insurance to make sure you are taking advantage of all discounts and carry the proper coverage.

You need to review your life insurance, will, and Long Term Care needs.  For more detailed information on Downsizing and Preparing for Retirement

There you will find our report on Downsizing/Preparing for Retirement.  Call us to arrange for a review of your insurance.

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