WHEN WAS THE LAST TIME YOU REVIEWED YOUR LIFE INSURANCE NEEDS?

September 30, 2016 at 1:00 pm Leave a comment

 

 WHEN WAS THE LAST TIME YOU REVIEWED YOUR LIFE INSURANCE NEEDS?

 

 

Have you conducted a review with a professional advisor since you purchased your current life insurance policy?

 

Yes * No *
Have you recently been married or divorced?

 

Yes * No *
Have you purchased a home or changed jobs?

 

Yes * No *
Have you added or reduced dependents?

 

Yes * No *
Do you know who the beneficiary is on your policy?

 

Yes * No *
Do you know how your policy has performed since you purchased it?

 

Yes * No *
Do you know the going rate for the same coverage today?

 

Yes * No *
Have you integrated your life insurance policy with your estate plan? Yes * No *

 

GETTING A LIFE INSURANCE POLICY REVIEW IS A SIMPLE, THREE-STEP PROCESS:

  1. Schedule a complimentary policy review with your financial advisor and take all of your insurance statements with you to the consultation.
  2. Together you will assess your current policies to determine if your existing policy is competitively priced, meets your current objectives and is positioned for long-term performance.
  3. If you have a permanent policy, your advisor may request in force illustrations showing the current, projected and guaranteed values.

4.If you have term life insurance, your advisor will determine if you are paying a competitive rate for the amount of coverage you receive.

5.. If appropriate, your advisor may ask you to consider additional insurance coverage options and work with you to determine solutions best suited for

 

CONTACT ME ROBERT LEMIEUX FOR A FREE CONSULTATION !

1-800-503-6140 ex 223

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