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       *  Do you have dependents?

  • Do you have outstanding debts, a mortgage, or other temporary financial obligations?
  • Do you want to cover funeral expenses?
  • Are you need of a way to supplement a spouse’s retirement income?
  • Do you need a way to cover estate taxes for your heirs?
  • Do you want to leave an inheritance or contribute to a favorite charity?
  • Are you worried about having funds for long-term care or chronic illness that is not a use-it-or-lose-it proposition?

 

You do if you answered ‘yes’ to any of the above questions.

Whether you are close to retirement and have a complete financial plan in place, or are just starting from square one and are in need of a cost-effective income replacement strategy, there are many needs that can be considered beyond the typical death benefit for life insurance.

We can provide you with a Life Policy Review Kit. 
The Life Policy Review program offers, AT NO COST TO YOU, the opportunity to:
1) reduce premiums,
2) increase coverage,
3) expand benefits, or
4) a combination (often all of) the above!