top of page
$500.00*
*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.
-
Are you considering purchasing a life insurance policy or still researching for one?
-
Have you recently been sold a life insurance policy? If so, is still in the free-look period (10-30 days)?
-
Are you still unclear about the details of the life insurance product, such as the benefits, riders, terms, rates, and guarantees?
-
Are you confused and/or do not trust the illustration(s)/quote(s) that was presented to you?
-
How familiar are you when calculating and benchmarking IRR for death benefit and cash value accumulation?
-
Do you clearly understand policy expenses & charges disclosure page (this disclosure is not required to be shown to you as part of the illustration)?
-
Do you want clear answers on how this fits into your financial, tax, and estate plan, with guidance from a qualified professional?
-
Do you want to verify that you are getting the best pricing/plan/options available and not just what's being sold/told to you?
We can help and we are on your side! Our TEAM of fiduciaries have extensive knowledge and experience conducing countless life insurance reviews. With many years of collective experience, we understand life insurance from multiple perspectives, including accounting, taxation, investing, estate planning, and financial planning. We provide a comprehensive review tailored to your specific case, offering comparative options and strategies. This ensures that you have a clear understanding of your life insurance options and can make decisions with confidence.
REVIEWED LIFE INSURANCE POLICIES FROM:
bottom of page