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
 

Amanda Wheelis joined Lake Advisory Group in early 2019, originally as an Administrative Assistant. Promoted in 2020, she now uses her organizational skills and drive for professional excellence in her role as a licensed independent...

Read more

Cynthia De Hart joined Lake Advisory Group in the fall of 2020 as Marketing Director. She earned her MBA in Marketing from Xavier University and her Bachelor of Arts in Economics and Art History from Denison University. After her...

Read more

Josh joined his father, Keith, at Lake Advisory Group in 2014. In 2020, he earned his MBA from St. Leo University in St. Leo, Florida. Josh uses disciplined research and analysis of industry investments and his broad knowledge of...

Read more

As a fiduciary, Keith Simpson lives his values: hard work, discipline, and doing what is right by the client. Keith joined Lake Advisory Group in 2009 and liked it so much he bought it in 2015. Prior to joining Lake Advisory Group...

Read more