Why You Should Schedule Your Annual Review with Your Catholic Life Insurance Agent
Life doesn’t stand still—and neither should your life insurance or retirement plans. That’s why Catholic Life Insurance encourages every member to schedule an annual policy review with their agent. It’s a quick, meaningful way to ensure your coverage still aligns with your goals and current life situation.
What Is an Annual Review?
An annual review is a simple, personalized check-in between you and your Catholic Life Insurance agent. It’s your opportunity to:
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Confirm that your current life insurance coverage still meets your financial needs
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Update your contact information to avoid missed documents or delays
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Review your beneficiary designations and make any necessary changes
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Ensure any insured family members (like children or grandchildren) are properly listed
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Explore new retirement products or annuity offerings that may benefit you
It’s not just about your policy—it’s about your peace of mind.
Why It Matters More Than You Think
Over the course of a year, a lot can change. You might:
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Move to a new address
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Welcome a new child or grandchild
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Experience a change in income
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Start thinking more seriously about retirement
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Lose touch with where your records are stored
These life events can all impact your insurance needs. Outdated contact or beneficiary information could result in delays in processing claims or benefits for your loved ones. Worse, if no beneficiary is listed, your policy may be subject to probate—causing unnecessary financial strain on your family.
