Make the Most of Benefits Review Season
Understand your coverage. Explore your options. Protect what matters most.
Benefits review season is an opportunity to take a closer look at your financial protection. Whether you have coverage through work, purchased it independently, or aren’t sure what you need, Fenton Financial Services can help you make informed decisions with confidence.
Three Important Areas Worth Reviewing
1. Life Insurance
Would your family have the financial resources it needs if something happened to you?
Review employer-provided or individual coverage, identify potential gaps, and consider how Social Security survivor benefits may factor into your family’s needs.
2. Disability Insurance
Could you meet your financial obligations if illness or injury prevented you from working?
Understand your short- and long-term disability coverage, potential income gaps, and options if your benefits are insufficient—or you have no coverage.
3. Beneficiary Designations
Are the right people designated to receive your benefits and financial assets?
Review primary and backup beneficiaries and consider whether life changes—or the possibility of a beneficiary passing away before you—could affect your wishes.
Get Guidance That Fits Your Needs
You don’t have to sort through these decisions alone. A complimentary conversation with Russ Fenton can help you better understand your protection, compare alternatives, and determine whether any changes make sense.