Policy Review

Life insurance is not everyone’s favorite topic, but a periodic review will validate the current plan or uncover opportunities for substantial improvement. Increasing life expectancy, healthier lifestyles, and dramatic product improvements have helped to lower premiums considerably. The newer products have much improved performance guarantees.

The challenge is finding an organization that has the depth of knowledge about these changes to assist in determining if an insurance policy is properly designed, correctly funded, and consistent with your current planning needs.

Policy Alignment Report

The Policy Alignment Report addresses fundamental questions such as:

• Am I overpaying for my insurance coverage?
• Is the death benefit guaranteed?

The Policy Alignment Report is our proprietary tool that enables us to compare existing insurance policies with new options that are more in sync with your current requirements. As experienced, unbiased independent insurance brokers with access to a large and diverse selection of the most financially secure insurance companies, we are able to provide a clear, simple, and complete analysis of each client’s current position and prospective alternatives in our Policy Alignment Report.

Contact us for more information

If a policy review sounds like a prudent next step, we encourage you to arrange an informational discussion with us. Email us to make an appointment for a phone conversation or an in-person meeting.