Policy Review

A complimentary service

Would you like an independent review of your life or long term care insurance policies? Are you unsure if they still meet your needs? Is there something out there that is more cost effective or do you want to be assured that what you have is indeed appropriate? Is there any conflict between your named beneficiaries and your will or estate plan? Who is the legal owner of your policy?

 

A policy review should be conducted whenever a major life change occurs – birth of a child, divorce, purchase of new home, death of a spouse, business succession planning, planning retirement or changes in income.

 

Has your employer increased or decreased your employee benefit package? Are you aware of the impact on your personally owned insurance?

 

Contact us for a complimentary and no obligation policy or benefits review.

A policy review should be conducted whenever a major life change occurs – birth of a child, divorce, purchase of new home, death of a spouse, business succession planning, planning retirement or changes in income.