Policy Review Request.
When was the last time you reviewed your life insurance policy?
Experts recommend that you review your policy every 2 -3 years to be sure that it aligns with your current needs.
Here are just a few reasons why you should review your policy now.
1. Have your needs changed? Do you need to increase or decrease the coverage?
2. Maybe you’ve stopped smoking or engaging in some other type of behavior that may reduce your premium.
3. Are the beneficiary designations correct?
Does your current policy provide the following options?*
A. Will your current life insurance policy possibly assist you with living expenses, if you become disabled by the use of benefit riders?
B. Can it provide a source of income, if you suffer a critical injury?
C. Can it supplement your retirement income?
D. If properly funded, will it provide cash value policy loans and withdrawals?
E. Can your current policy help you fund your children’s education?•
F. When was the last time you reviewed your retirement strategies including life insurance as one of those assets?
Contact us today and we’ll have a professional sit now with you and compare your current policy to our policy which provides a Living Benefits Rider (Accelerated Benefits Riders) that could possibly designed help you with the above needs.
Complete the form below and we will contact you. Let's have coffee and talk.
Sonja Cassandra Perdue, Founder and Licensed Insurance Agent
Kenya Renee - Licensed Insurance Agent
Your email address will not be added to any list.
Your information will not be shared.
*Terms and conditions apply.
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Amount of Insurance Desired
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May we make an appointment to have a cup coffee and talk further? Or can we give you a call to answer your questions? What days and times are best for you?
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