Alternate text

 

9601 McAllister Freeway, Suite 800

San Antonio, TX 78216

 

Phone:  210-829-1300

 

Website: www.adkf.com

June 2019

Benefits of an Insurance Audit

Benefits of an Insurance Audit

A financial audit isn’t the only type of helpful review. Individuals can conduct their own insurance review, taking a comprehensive look at the financial protection they need in various areas of their lives.


WHEN YOU’RE YOUNG
Your insurance needs begin at an early age when you get a driver’s license. Nearly every state requires car insurance. Those that don’t often require financial restitution for those harmed by the driver at fault. That will come either from the driver or the driver’s insurance company. Considering the potentially high costs involved, it’s easy to see how auto liability insurance is typically the choice.


Then, as you build a career and a family, other insurance considerations come into focus. Life insurance is a given, although a long-term disability that prevents you from working (and earning a living) is many times more likely than death at younger ages. Disability insurance offers income protection in that event.


LATER YEARS
As you age your insurance needs may change, such as for financial protection in the event you need long term care. Your life insurance needs may lessen as you grow older, or they may be different. You may, for example, use life insurance to equalize your estate or leave a financial legacy. If you have questions, talk to an insurance professional.


SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.