Client Annual Reviews

July 23, 2015

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The lazy days of summer are a great opportunity to sit down and review your insurance policies, coverage, and retirement plan.

L&A Services, Inc. performs this service for each client at no charge on a regular basis, and you may hear from a representative soon to check your schedule for the purpose of setting this important appointment. The appointment is at your convenience, either in person or over the telephone.  We will be looking to update your individual profile along with any life changes that may have occurred.

We will review your policies and coverages to determine whether you are over-insured, under-insured, need to make changes or are at risk in any other areas that need protection.  We will also let you know about new rules, laws, programs, and important dates to remember that apply to your benefits.  We have found people who have this done regularly are more satisfied with their insurance, feel more secure, and enjoy a greater peace of mind knowing their insurance matters are in order and up-to-date.

For your appointment with our agent, please have your policy documents handy, including retirement savings information.  Also be sure to write down any specific questions you want to ask & goals you would like to accomplish.

Please take advantage of this valuable time.  We look forward to seeing you soon.

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