The “Life Insurance Review Package” is a six-step process that includes the following:
- Following your order, you will receive an email from us asking for the most recent policy statement and in-force illustration. Contact your agent/broker or the Insurance Company directly to obtain this information. (In the case of a new policy, only the newly proposed illustration should be included.)
- Once we receive the above documents, you will get an email with calendar link to schedule a zoom meeting.
- You'll leave the call with a few options to consider and review.
- You will submit any amended documents to us for review.
- You will receive an email from us to schedule another zoom meeting to review and follow-up questions.
- With Confidence, Pay Your Future Premiums.
At any point in the future, if you feel the need to review your policies (we recommend every two years, or whenever your situation changes), you are welcome to return.