Policy Review


It is important to review an insurance policy on a periodic basis. All too often we set insurance policies aside in a file drawer and forget that some items in them need to be updated from time-to-time. The easiest way to organize and review your insurance policies is to create a one-page policy summary for each policy. Most insurance policies contain a page in front of the insurance contract that is called a ” declarations page” or “policy summary.” It will contain most of the information you will want to review.

Contact us today to schedule a policy review.


How would you like to review your insurance? *

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what would you like to review?