If you haven’t had your life insurance policies reviewed in the past few years, then we can help ensure that your policy is on track, or potentially improve what you already have in place. Life insurance premiums have come down recently and we can shop 25 companies to either confirm that you have the best policy or recommend moving it to something even better. Moving may involve some underwriting requirements, so we normally don’t recommend it to clients unless the new policy is at least 20% better for them, which many times is the case.
Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
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