Review Your Life Insurance for National Insurance Awareness Day
It may not occur to many Canadians that marriage, babies, a new job, or a new house could all impact their life insurance needs. Days like National Insurance Awareness Day force us to stop and think about these types of things. Which makes it a good time to reach out to an advisor to ensure our coverage still meets our needs.
It’s National Life Insurance Awareness Day
Falling on June 28th each year, National Life Insurance Awareness Day is a great day to remind Canadians about the importance of – not only having insurance – but also regularly reviewing their policies to make sure they still have enough coverage, despite any major life changes.
It may not occur to most people that marriage, babies, a new job, or a new house could all impact their life insurance needs. Days like National Insurance Awareness Day force us to stop and think about these types of things.
The problem is that for many of us, a regular review of our life insurance policy can feel like a pretty big task. And our busy lives can mean putting it off for far too long.
That’s why connecting with a trusted advisor every few years is so critical to keeping your financial plan and estate planning documents up to date.
If you don’t have an advisor, remember that it’s important to find the right one for you. Read on for some examples of what to look for in a life insurance advisor.
The right advisor for you
If you’re on the lookout for an advisor, but aren’t sure where to start, we’re here to help. The right advisor should be able to:
- help you understand how different life milestones can impact your financial plan… and help you make updates when needed
- ask lots of questions and actively listen to what you have to say
- apply their knowledge and experience to your unique situation, providing guidance when it comes to questions around protecting your family in the event of a loss
- give you the inside scoop on the ins and outs of a very complex topic – from when to buy term versus permanent, to why a child would need life insurance
- ask the tough questions, and be ready to help you and your family prepare for (and cope with) the unexpected
- answer all of your financial planning questions, guide you through life’s milestones, and be there for you during some of life’s toughest moments
- meet with you to discuss how your needs may have evolved, and help you come up with a plan that suits your family’s goals for tomorrow… today!
- help you understand the free benefits that come with a Serenia Life policy – if you choose to work with a Serenia Life advisor, that is – like a free online will, funding to help you volunteer at home or abroad, bereavement counselling for beneficiaries, and so much more!
Why choose Serenia Life?
As a member-based organization with roots that go back nearly 100 years, we encourage kindness by sharing our profits through community outreach, fundraising, and unique member benefits that help Canadians support their family, their community, and the causes they care about. The more we grow, the more we can give.
We provide members with access to a growing collection of member benefits that make a positive impact on their lives and the lives of others.
Benefits, such as:
- $1,000 post-secondary scholarships
- $250 seed funding towards fundraising events
- Free digital wills (value: $189), or money towards drafting/updating a will through a lawyer
- and much more!
View a full list of our member benefits.
Ready to connect with the right advisor for you?
Great! Serenia Life advisors are not only experts in their field, but they are also helpful, kind, and compassionate. Take some time to get to know our advisors, or book a no-obligation meeting today!
Happy National Insurance Awareness Day!
