Stay on track with our Client Review program
As life happens, your needs can change. While that may seem obvious, it’s easy to overlook the importance of regularly reviewing your portfolio to make sure your plan is up to date.
At Co-operators, we’re here to help you keep what matters safe and save for what matters. The best way to ensure you’re protected and prepared for the future is through personalized service. The kind that we’ve always been proud to deliver.
What is a Client Review?
The insurance and investment solutions that were right for you five years ago may not accurately reflect your needs today. A Client Review is an opportunity to discuss your unique needs with one of our expert Financial Advisors. Together, we’ll review your product mix and identify any gaps in your plan. During your review, you’ll have the option to go over:
- your current level of insurance and financial protection
- your coverage needs and retirement goals
- your eligibility for discounts that can help you save money
- your personal information
- your questions
If necessary, we’ll identify changes that can help meet your needs today and realize your future goals.
How does a Client Review work?
The average review meeting takes about half an hour. Meetings can be conducted in-person, over the phone, or virtually – through video chat or email. When it comes time for yours, we’re happy to work around your schedule.
Of course, you don’t have to wait until your policy renewal to conduct a review. We can discuss your plan whenever your circumstances change. For example, have you made renovations to your home? Is there a new driver in your household? Is there a baby on the way? Whatever your situation, we’re here to provide you with the advice and solutions you need to move forward with confidence.
Connect with us today to schedule your Client Review.