Life can—and does—change at any moment. And insurance policies with names like "Term Life, "Long Term Disability" and "Long Term Care" do not automatically adjust to life changes or additions that happen. To ensure success each change needs to be met with appropriate and comforting measures. They cannot, nor should not, be left without review or assessment for long periods of time.
That's why we implemented the Meridian Annual Reachout. This yearly proprietary process is where we review with all of our clients:
- Any life changes (kids, home, marital status, jewelry purchases, etc.)
- New financial products and product changes to existing programs
- Financial goals, premiums change, etc
- Proprietary knowledge-sharing of wealth management and risk management strategies
We do the Meridian Annual Reachout because in today's economic environment markets change. Your insurance needs to change with it. We do this for you because we would with our own families. Meridian is in business to be your long-term partner, not just your policy holder.