Annual Policy Review

Semi-Annual Policy Review. Review all your policies/porfolios that you possess. This will be especially useful when reviewing your investment portfolio or insurance policies. For example, some policies have you pay a little extra in insurance premiums for children under 18 or those who are under 23 but going to college. Well you could paying for years after this age limit without realizing you are forking over money for no reason. Insurance companys won't remind you.