2020 is here and with it comes your new years resolutions and goals for a fresh start over the coming months.
If one of your new years resolutions for this year was to get organized, then here are some tips on how to get financially “fit” in 2020!
1. Set up a meeting with us
Each year, SAV-ON likes to do a policy review with every client. We look at all of your policies and update your information. Insurance needs tend to change with major life events, so it’s important to make sure you’re covered. If you got married, divorced, had a baby, changed jobs, retired, or anything else in 2020, you need revisions to your existing policies. Many times you qualify for new discounts or we can point out ways to help you save (like getting a multi-policy discount!).
We can schedule this meeting over the phone or in the office, whichever is easier. Call us at 888-867-2866 or go to www.sav-on.com to set up an appointment.
2. Get a life insurance quote
For some reason, life insurance is one of those new years resolutions that gets neglected. People know deep down that they need it, but often never get around to actually purchasing any. If something should happen to you are your loved ones protected? It’s an important gift that will help them move on after you’re gone.
Many times you can get a basic term life insurance policy for $30 a month or less. (Depending on age and health status, of course. It varies for everyone.)
3. Organize your insurance documents
Keep a file with a copy of your current auto, home, and life policies in one easy-to-find place. When your renewal comes in the mail, you can throw out the old copies. When you need to file a claim, you’ll need to find your policy right away! Some people also like to keep a copy of their life insurance with their attorney or in a fire safe. SAV-ON Insurance keeps a copy of all current policies, and can always help you get a copy if you need it, just call us!
4. Put a current auto insurance card in your car and your proof of insurance in your glove box…
…and don’t forget to throw out the six old ones that are still in there! :)
That’s it! Let SAV-ON Insurance help you take care of these items and you’re on your way to achieving your new years resolutions and being organized and properly covered!
