Resources

Insurance Resources: Protect Your Future, Secure Your Loved Ones

At Self Empowered Financing, we believe in empowering you with the knowledge needed to protect your future and secure your loved ones. Understanding your insurance policies—whether it’s life, health, or another type of coverage—is essential. Without this knowledge, your family might face unnecessary stress and financial burdens during tough times. Our goal is to help you take control of your policies so that you and your family are well-protected when it matters most.

Where is Your Policy?

Knowing where to find your insurance policy is crucial. If something were to happen, would your family know where to locate it? Unfortunately, many families face the challenge of not knowing where these essential documents are, which can lead to missed benefits and financial losses.

  • Why it matters: Families often struggle to locate insurance policies, which can result in unclaimed benefits or additional out-of-pocket expenses.
  • Solution: By keeping your policy accessible and sharing its location with your loved ones, you can ensure your family is financially supported when they need it.

What Type of Policy Do You Have?

It’s not enough to just have insurance; you need to understand what your policy does for you. Each type of policy, whether it’s term life, whole life, or something else, offers unique benefits and has specific details that you should be aware of.

  • Questions to consider:
    • Do you fully understand your policy’s workings?
    • What specific benefits does it offer you and your family?
    • Are there exclusions or limitations in the fine print?

Understanding your policy can help you maximize its value and avoid any unexpected surprises.

When Was the Last Time You Reviewed Your Policy?

Insurance policies are often set aside and forgotten, but as life changes, so do your insurance needs. Whether you’ve experienced a major life event like the birth of a child, a new home purchase, or a change in health, it’s important to review your policy regularly.

  • Things to consider:
    • Has your situation changed since you purchased your insurance?
    • Are your listed beneficiaries still accurate?
    • Have any policy terms changed that might affect your coverage?

Regularly updating your policy ensures that it remains aligned with your needs.

Speak to a Trusted Advisor

If you’re uncertain about your policy or would like a professional review, our trusted advisors at Self Empowered Financing are here to help. They’re dedicated to making sure you and your loved ones understand your coverage fully.

  • Questions to ask yourself:
    • Do I feel confident about my policy?
    • Could a professional review benefit my family’s security?
    • Am I utilizing all the benefits my policy offers?

Get Your FREE Insurance Review

We offer a FREE Insurance Review to help you gain clarity on your coverage. Simply fill out the form below to schedule your free review with one of our experienced advisors. We're here to provide peace of mind, ensuring that your loved ones are protected and your policy works for you.

Insurance Review Service

Please complete the Typeform below to schedule your review.