As an independent insurance advisory firm, we have access to the largest and most well-respected insurance companies in the marketplace. We have maintained our independence for over 50 years so we can provide a custom fit to protect your future from the risk of disability or pre-mature death.
The good news is that today, life insurance has evolved and does more than provide a death payment to someone after you die. There are multiple uses:
for Chronic or Critical Illness
during times of Disability
during retirement
Experience & Access is really what sets us apart.
The relationships we have built over the years and our experience have allowed us to approach the insurance process from a completely different perspective than our competitors. Acquiring the right underwriting offer, product, and most importantly design, are not something that is learned in just a couple years. We have made our mistakes and implemented processes that consistently help our clients achieve better results and don’t impact their future insurance needs.
Let us provide a free review on how we might approach your situation.
Our team is well equipped to provide a free policy audit to determine if the goals you originally desired are being carried out. The life insurance industry is extremely competitive and constantly improving costs. By 2020, all life insurance carriers are required to update their cost of insurance to current rates which can provide some significant savings for older policies. Let us help you determine if you have the right fit.
