September is Life Insurance Awareness Month, a timely reminder to make sure your coverage keeps pace with your life and goals.

Here are a few numbers from Life Happens that highlight the need:

• Nearly half of U.S. households would face financial hardship within six months if a primary wage earner passed away, and many would feel the impact in just one month
• 41% of Americans say they don’t have life insurance because they think it’s too expensive, yet most overestimate the cost by three times or more
• About 100 million adults either don’t have life insurance or don’t have enough protection

Life insurance is more than just a policy—it’s a foundation for financial security. It can help your loved ones stay in their home, cover daily expenses, and protect long-term goals like education or retirement.

Whether you’re reviewing existing coverage or considering new options, this is a good time for a life insurance check-up! Let’s make sure your plan reflects your current needs and provides the protection your family deserves.

More on Life Insurance

Ever wondered how your loved ones would manage financially if something were to happen to you? This 1-minute video lays out the essentials of life insurance in plain terms.

When you think of life insurance, you may picture the protection it provides your loved ones. But certain types of permanent life insurance can also strengthen your retirement strategy. From tax-deferred growth to flexible access to cash value, life insurance can give you more options and stability in retirement.

Here’s a flyer with more details.

Key Dates

KEY DATES

• Labor Day – 9/1
• Patriot Day – 9/11
• American Business Women’s Day – 9/22
• Life Insurance Awareness Month

Market Insights

Here’s a look at the market for the last 12 months, with some of the most popular benchmark indices. If you have any questions or concerns about your own investments, please reach out so we can discuss.

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I’m here to help with any financial questions you might have. Please don’t hesitate to reach out or book an appointment at your convenience.