Policy Review

Why a client might want to consider this:

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.

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