How is the health of your policy?
Don’t Wait To Review.
You may be losing money.
Has it been years since…
You last checked how well your life insurance or annuity policy is performing.
Many of us purchase a life insurance policy and just keep paying it.
We transfer funds into an annuity and then forget about it.
Countless times, we’ve seen this happen. It’s not automatically going to perform.
Ex-wives do receive their previous husbands life policy.
We see it happen all the time.
Over time policies, especially tho cash value policies can fluctuate based on market conditions.
Did you know, even term policies have options?
Do periodic policy reviews to adjust your coverage to reflect your life and health changes.
Do ensure beneficiaries are up to date.
Confirm that the policy is still a good fit for your overall financial plan.
Take a proactive approach!
Let us walk you through the steps.
Ensure your policy is performing to your expectations.
Market Changes: For cash value policies, interest rate changes can affect your policy’s worth.
Review your policy to make sure it’s performing as expected.
Major Life Events: Recently married, had a child, bought a home, or divorced? Your needs have changed.
Financial Changes: A significant increase or decrease in your income or taking on new debt?
Time Passed: It’s been more than 3 years since your last review?, Check if interest rates have affected your policy.
Health Changes: Changes in your health, whether better or worse, time for a review!
Beneficiary Change: So many ex-wife’s are receiving benefits intend to go elsewhere…
Estate Planning: Have you made any changes to your Family Trust, better look over the policies.
We’ll walk you through it
We’ll make it easy!
It’s no cost to you, to review
