Already have a policy?
Why a full review is essential
The most common mistake we find are those that purchased a policy many years ago, diligently paid the premiums and then lock it away in a drawer somewhere. Absolutely wrong!
Existing policy owners often forget these policies must be maintained like any other financial tool. This can be a costly mistake. A free review of your policy uncovers whether it is fully funded, beneficiary information is correct and ensures you own the correct product for ever-changing situations.
We offer a no obligation & complimentary full review of any existing policies that you own. You must be up to date and fully aware of what you currently own and the options you may not even know exist.
It is extremely rare that an in-depth review fails to uncover very important issues.
Client Quotes
“I thought my cash values were on track. Boy was I wrong.”
“I bought this policy years ago & never updated my beneficiaries!”
“Wait…this policy will lapse? I didn’t know!”