Broker Check

Life Insurance Reviews - Their Value

Life Insurance Reviews - Their Value

A Life Insurance Review is a very valuable way to determine if your current policy (ies) is (are) meeting your goals, objectives, time horizon and risk tolerance. It is especially valuable if your policy (ies) were issued some time ago, as your needs may have changed over time. What follows is the standard process of a Life Insurance Review:

  1. We make assessments of your existing life insurance products to ensure they are in line with your financial goals and objectives, time horizon and risk tolerance.
  2. We order the inforced-illustration of your life insurance product to proved the current integrity of the policy and future performance forecasts.
  3. Together we determine if your existing product is the best option to meet your financial objectives such as estate planning strategies, business succession, income replacement, mortgage coverage, family needs planning or death /wealth benefit.
  4. We find out whether or not fees, cost, planned premium, features & benefits are worth to be compared to what might be available in today’s circumstances

With all things considered, your best options will be presented to you.

We can help you to access your current situations.

Feel free to contact us at (800) 560-1988 or email us at ametrine@ametrinefinancial to receive a PDF of a free booklet entitled Life Insurance Buyer’s Guide (NB5153US).