When was the last time you reviewed your policy with an agent? Could you be saving?
When was the last time you reviewed your policy with an agent? Could you be saving?
Chinese Proverb
1. To ease stress for loved ones.
2. To pay bills
3. To save the family home
4. To pay for your child's education
5. To protect your business
6. To secure your retirment
7. To provide a source of cash during your lifetime
8. To cover end of life expenses
9. To leave an inheritance
10. To give your family control over their financial future
Will I qualify?
How much will it cost?
Should I get Term? Or Whole Life? Or Universal Life? Annuity?
What is the difference?
Does what I want come with "extras"?
Will this be a tax free benefit?
What if I have too many health issues?
A quick discussion can help you get a realistic and accurate quote for something that will be the best option based on your health and your goals. Let's talk!
What questions will be asked?
Age
Gender
Nicotine/Smoking use
Health issues/Prescription use
A few financial questions
Why do you need this info?
You will get a quote tailored to your needs based on eligibility and suitability
AND My Insurance license requires it!
"Suitability, by definition, is the requirement to determine if a life insurance product is appropriate for a given client, based on the client's goals and financial situation"
For a free consultation and no pressure quote please give us a call
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