Broker Check

Policy Reviews:

The goal of a policy review is not to sell you a new product. Rather it is intended to make sure that your current policy still meets your needs. If you have not looked at your life insurance policy lately, you could be:

  1. Leaving an inadequate death benefit to your beneficiaries
  2. Risking a policy lapse because of growing fees and/or cost of insurance
  3. Missing an opportunity to make your policy part of your overall financial strategy