We explore key reasons to review your insurance, including major life changes, evolving financial goals, and shifting market conditions. We also dive into the theory of decreasing responsibility, which explains how your insurance needs change over time, and the importance of having the right team to guide you. Whether you’re reassessing your mortgage protection, adjusting your business insurance, or considering new health insurance options, this video will help you make informed decisions to secure your future.
Making sure you have the right insurance in place is crucial, whether you’re a property investor, business owner, or looking after your family’s future. As your circumstances change, so do your risks — what worked for you a few years ago might not be the best fit today. In this video, we break down why reviewing your life insurance, health insurance, and business insurance regularly can help protect your assets, reduce financial stress, and ensure you’re covered where it matters most.
Disclaimer: This article is intended to provide only a summary of the issues associated with the topics covered. It does not purport to be comprehensive nor to provide specific advice. No person should act in reliance on any statement contained within this article without first obtaining specific professional advice. If you require any further information or advice on any matter covered within this article, please contact an adviser from mortgagehq.