Save money or increase benefits for no additional costs
Has your life insurance policy been reviewed in the past 3 years? Do you have full confidence in knowing your policy is performing as effectively as it should be?
It's important to review your policy every 3-5 years because...
Potential for underfunded policies.
State and federal tax law changes.
Risk of policy lapsing.
Beneficiary and benefit review.
New efficiencies in product pricing.
Loans, withdrawals, or other policy changes.
Do you have the new kind of life insurance or the old kind of life insurance?
You see, many things have changed in the last ten years - from plummeting interest rates to improvements in the medical field. Things are not what they were even five years ago. And the same goes for life insurance. Over the years, additional benefits and improvements in pricing have made for better, more efficient policies.
However, many people have purchased life insurance and have never had that insurance reviewed to see if they could be receiving these additional benefits and improvements.
And on top of that, to simply make sure that their coverage is still going to be there when they need it most. Now, that might sound silly, but you’d be surprised how many people are left without the coverage they signed up for.
That’s why we have begun to provide a free, complimentary review of your life insurance or annuity policy which can help you save significant money or obtain more value and benefits, without changing your lifestyle. To begin this review, all that’s needed from you is a signature to authorize permission and our team does the rest.
7 out of 10 people that we review end up saving money or improving their overall policy.
We shop the best insurance companies in the country and compare your policy performance with what is currently available. Once we have the results, we will give you a review of the top 2 or 3 options in the market. Your worst case scenario will be peace of mind knowing that we searched all of the best carriers and the life insurance that you currently have is performing the way it’s supposed to, meeting all of your necessary goals, and is the best for you.
Please contact us or fill out the form below to show your interest. We will reach out to you within 24-48 hours to discuss further on our life insurance review services.