HAVE THINGS CHANGED SINCE YOU LAST BOUGHT LIFE INSURANCE? 

When was the last time you reviewed your life insurance needs and compared them to your existing coverage? If it has been more than 3 years, then it’s been too long! Especially so, with any life changing event, such as marriage, retirement, the birth of a child, changes with your heirs, etc.  You may find you need additional insurance or a larger policy. 

Schedule a free insurance review with a Financial Consultant at Northwest Financial Group.* We can help you evaluate options for life insurance for yourself and your loved ones. Plus, through NW Insurance Agency LLC, we offer competitive rates on property and casualty (home and auto) insurance, disability and health insurance and travel medical protection.

You can’t prevent the unexpected, but you can prepare for it.  To schedule a phone or in-person appointment, contact us today or call 703-810-1072, ext. 110 (toll-free 1-800-269-2156, ext. 110). Let us help ensure you have the coverage your need to protect yourself and the ones you love. 

We look forward to being of service to you. 

What to Bring to Your Insurance Review
Although not required, your first appointment will be much more productive if you are able to gather the following:  

• Copy of any current insurance policies, including life, disability, long-term care and/or auto, home and property coverage
• Recent statements for all savings and investments, including a list of savings bonds or other valuables
• Home ownership information including mortgage interest rate and balance
• Last 2 pay statements from your employer
• Employer or company handbooks describing employee benefits or confirmation worksheets showing the coverage you have with your employer
• A driver's license or other government-issued photo ID
• The social security numbers for any beneficiaries
• A list of debts, including interest rate and amount owed
• Any documents related to estate planning
• A breakdown of monthly income and expenses
• A list of anticipated one-time major income scenarios such as an inheritance

In addition, please be prepared to answer questions about your medical condition, family medical history, personal habits, occupation, and recreational activities.