I often read the Insurance Information Institute’s memos because their goal is to improve the public’s understanding of insurance. This week they provided information which relates to a question I am often asked. The Instituted stated, “You should review your annuity portfolio as often as you would your other investments. Depending on the type of annuity, you should review it at least once a year. Of course, a major change in your family such as a serious illness, a new baby or even starting a business should trigger a call to your insurance agent or company representative to discuss changes in your financial planning.” Call us if you would like to review what you own, as we are always here to help you.
