Get a Second Opinion
Each month you probably review your bank statements, investment accounts and other important financial records. But have you ever reviewed your life insurance? You may be paying too much. You may not have enough coverage, or maybe you have too much coverage. You policy may be underperforming. This means that your policy could lapse, leaving you with no insurance, and in some cases a big tax bill.
Our firm can audit your policy and tell you exactly what you have. We can help you determine, not only if you have the appropriate amount, but if you have the right “type” of policy for you and your family. Unlike other people who say they can audit your policy, we are the specialists, and we do all of the work in house. We do not send the policy out to a third party- who does not have any relationship with you or your family – to make recommendations.
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