It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. Your DNA Test Preparing for the unexpected can make all the difference if your family relies on your income. Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.