We'd like to wish everyone a happy, healthy & prosperous 2010! One of the nice things about the New Year is that it gives us the opportunity to begin anew, to start the year off fresh, and to tackle the things we didn't get to last year. For many of us, our resolutions for 2010 will include living healthier, getting into shape, taking better care of our families, and maybe finally going on that vacation you so desperately deserve! As you go through your list of priorities for 2010, please keep in mind that we are here to help you along the way, to tackle those items on your to do list that you didn't get to last year. Here are a few things to add:
1) Insurance Policy Reviews: Insurance is a key component to family planning. If you haven't reviewed your policies in a while, now is a perfect time. As our lives continue to change, our insurance needs do too. We'll look through all of your policies with you: Auto & Homeowner policy, Life Insurance policies, Personal Umbrella Policies etc. and make recommendations where necessary. Often times people carry either too much insurance or even worse, not enough. We'll tell you exactly which category you fall in and help you make the necessary changes.
2) Retirement Planning: Most people are unprepared for retirement and are relying on Social Security as their retirement safety net. Well, as you may know, Social Security may not be available for you & me once we get to the retirement age. That's why we urge our customers to have their own plans in place. Meet with our Allstate Exclusive Financial Specialist to see how we can help you prepare for retirement or to help save for your children’s college.
For more information, contact our agency at 760.438.4442 or 951.461.0637.
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