Here’s what we know:
- People are living longer = New policies are cheaper
- Interest rates are low = Policies are dying
- You have too much insurance = You are wasting money
- You quit smoking = You are paying twice as much
as you should
- Haven’t talked to your agent in years = Your policy
may be imploding
- Your agent probably wasn’t any good = Your policy
probably isn’t any good
Here’s How It Works:
Submit some basic information to us. All you need is a recent statement from your existing policy. Click here to get started.
It only takes 15 minutes and it’s!
Your personal report will tell you:
A CFP® will personally complete your analysis within 24 hours.
Once you see the results, you can decide to:
1. Get rid of your existing policy
2. Make adjustments to your existing policy
3. Get a better policy
4. Do Nothing
It’s your choice, and there is no obligation.