Now is an excellent time to review your insurance portfolio and focus on your finances. You may be progressing nicely toward your financial goals, but is your insurance keeping up?
Perhaps not — and if that’s the case, some changes are likely to be in order. Your insurance portfolio is the fortress that protects your financial standing and the welfare of your loved ones.
It needs to be strong, and the best way to keep it that way is by conducting periodic checkups.
Get reacquainted with the coverages you have. Gather all your insurance policies in a single, accessible place. While you’ll want to protect them, as you would any important financial records, be sure that someone you trust — your spouse, partner, or attorney, for example — knows where they are in the event that something should happen to you. (Hint: Many insurance companies will provide you with electronic copies of your policies, if you prefer to go paperless.)
Now review every policy carefully with one overarching question in mind: Does this policy meet my current needs?
The questions below will help you identify gaps you may need to fill. Once you have completed your review and talked it over with your family, talk with an Insurance Specialist that can help you pinpoint the gaps in your coverage and find innovative insurance solutions to help strengthen your insurance portfolio.
If the questions above have identified areas where you are at risk of financial setbacks or are not getting the best rates for which you might qualify, it’s time to call in a specialist.The Physician Insurance Specialists at AMA Insurance can help you resolve these issues. They are salaried, not commissioned, so you’ll get sound advice, not pressure.
Working with highly rated underwriters, AMA Insurance can help you protect what you’ve worked so hard to attain. Because they can tap into the buying power of a million physicians, you can get outstanding protection at favorable rates.
Contact a Physician Insurance Specialist today. Ask for a professional review of your current insurance portfolio and a solid plan for making sure you have the financial protection you need.
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Your work is unique; our insurance plans should reflect that. With the only plans sponsored by the American Medical Association (AMA), we tap into the power of over one million physicians to offer you competitive rates and benefits from top insurance companies.