4 Things to Review on Your Insurance Plans This Summer

Summer isn’t just for vacations and pool days—it’s also a great time to press pause and review your insurance coverage. Before fall kicks off the back-to-school and holiday chaos, take a few minutes to ensure your plans still meet your needs.

 

I love to help families and individuals make confident choices about their coverage. Here are four key things to check in on while things are (hopefully) a little slower this season:

 

🧒 1. Are Your Kids Covered for Checkups & Emergencies?

 

Kids grow fast—and so do their healthcare needs. Make sure your current plan covers annual checkups, vaccinations, and emergency visits. If your child plays sports or is heading off to college soon, double-check what’s included and whether additional coverage might be helpful.

 

💍 2. Have Your Life Circumstances Changed?

 

Got married? Had a baby? Started a new job? These major life changes can impact your insurance needs and may even qualify you for a Special Enrollment Period. It’s important to update your coverage accordingly to avoid gaps or unexpected bills down the line.

 

😁 3. Are You Using All Your Dental & Vision Benefits?

 

Many dental and vision plans include free annual exams or cleanings—but if you don’t use them, you lose them. Now’s a great time to book that check-up, fill your contacts prescription, or take care of any small issues before they become costly problems.

 

🛡️ 4. Is Your Life Insurance Still Enough?

 

Your life insurance should grow with your life. If your family has expanded or your income has changed, it may be time to revisit your coverage. Ensuring your loved ones are protected is one of the most important financial decisions you can make.

 

📅 Mid-Year is the Perfect Time to Adjust

 

Taking the time now to review your insurance gives you one less thing to stress about later in the year. Not sure where to start? I’m happy to help you with a free coverage check.

 

📩 Ready to feel more confident about your insurance? Let’s talk.