How Long To Keep Life Insurance Statements?

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   Jerry Vanderzanden, CLU, ChFC

   Co-Founder, Coastal Financial Partners Group, California

   There is no rule for this other than to say that we recommend a life insurance policy review at least every three years or annually in some circumstances. Thus, you would need to retain the annual statements for at least three years or longer.  Sometimes annual statements are all the family ends up finding in the event of a lost policy so the more of those statements you keep, the better.

   Answered on May 8, 2013

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