Hey {first_name}!

Life is constantly changing and we have to be able to adapt. Life has major changes like when you get a new job or change jobs, get married, have children, buy a new house, send kids off to college, become a new grandparent or the unthinkable happens like divorce.

For example, if you were laid off from work during Covid, you may have a retirement plan or 401k being managed by your previous employer. Maybe it’s time to roll that over to something under your control.

And when you lose your job, you usually lose the employer provided life insurance policy. This is a good reason to get your own nonwork related life insurance policy. A policy you can control.

If your family size is increasing, maybe it’s time to take a second look at your current insurance policies to see if they meet your needs. Or it’s time to explore college funding options or scholarships for your future college grad.

Most major life changes impact your finances. Let’s make sure that your finances can keep up with your ever changing life. Feel free to book an appointment and we can review your current policies and make sure you’re prepared for the future.

 https://go.oncehub.com/richclaypool