Policy Review
In a policy review, we will examine these items and provide recommendations:
Premium
Can you do better reapplying elsewhere?
Coverage amount
Is the coverage
(a) the "right amount"?
(b) not enough or
(c) are you over insured?
Coverage period
Will your coverage expire too soon?
Can that be prevented?
Riders
Are the existing riders necessary and helpful?
Should we remove them?
Can we take advantage of any riders?
Beneficiaries
Are your beneficiaries the same people/entities you would name today?
Is it written correctly, and are you sure the benefits will go to the right person?
Do you have a trust that needs to be included here?
SWOT analysis
We will examine a policy's Strengths, Weaknesses, Opportunities, and Threats
to having most ideal coverage you can get
Anything else that YOU want to discuss
This is always about you, let's take care of your needs
If you obtained your policy through us originally, we know your policy and will obtain updated information on it from the carrier.
If you obtained your policy elsewhere, you can bring your documents. If you don't have your documents, we can obtain them if you complete this form to the right.