Policy Review for Estate Planning

$700.00*

Discounts are available through our professional referral network (CPA, CFP®, RIA, Attorney, etc.)
Professional fee is only charged once there's clear value for the service. We want you to benefit and be happy with our professional service.

Have you experienced any recent life changes that may impact your insurance needs, such as marriage, having children, buying a home, or retiring?
Are you aware that insurance products and benefits evolve over time, and have you reviewed your policy to ensure all benefits and features are understood?
Are you aware that more appropriate coverage may be available at better cost, or additional benefits may be available without increasing costs.
Is your policy guaranteed to cover you at least until age 95, or does it depend on its cash value performance?
How familiar are you when calculating and benchmarking IRR for the death benefit value of your policy?
Do you need help obtaining and understanding your in-force illustration(s)?
Are you concerned about your policy's cash value performance or its no-lapse guarantee benefit?
Do you want to ensure you're still getting the best pricing, plan, and options available for your current needs?
Curious about what options are available to improve your guaranteed death benefits?
Are you looking for answers about how your policy specifically fits into your financial, tax, and estate plan?

Our TEAM of fiduciaries includes experts with extensive estate planning experience. In addition to our estate planning attorney lead, our team is made up of experienced CPAs, CFPs, and CLUs, who are specialists in life insurance products. We provide a thorough life insurance analysis customized to your unique situation, offering comparative options and strategies. This comprehensive approach ensures you fully understand the details of your current policy and feel confident about how it fits into your estate plan.