Donna Kohlhase
When you have a scheduled meeting for an insurance review, there are a few easy steps to help you get ready.
We want to discuss those events which could affect your current lifestyle and your future lifestyle, too. Consider bringing these items to the meeting:
- Odometer reading for each vehicle.
- List of any upgrades you have completed on your home.
- Your mortgage statement, showing payments and interest rate.
- Social Security statements—your agent can help you determine whether you will be ready for that retirement date.
- Insurance policies you have with other carriers. Your agent cannot confirm you have everything in order without knowing what you have elsewhere.
Financial decision-makers—do you make all the financial decisions in the household? If you have a spouse or partner on whom these decisions would have an effect, ask the individual to accompany you to the appointment. You are more likely to reach a decision when you both have all the information.
It is important to review your insurance needs at least every two years.
To discuss your insurance needs, please contact Donna Kohlhase at (480) 396-2140.