Shop your insurance coverages. It costs you nothing. We will audit your life, health, and disability policies and tailor your insurance coverage to what you really need in order to protect what is important to you—family, health, income, and future.
Do you feel like you spend too much on your insurance? Probably so. And, we’d be surprised if you didn’t.
Our independence enables us to find the best price for your life, health, and disability insurance. We shop multiple top-grade carriers to find the best price for your needs.
Key questions and considerations in determining your insurance needs include:
- How does your life insurance fit into your total financial plan?
- How has your life changed since you last spoke to your insurance professional?
- Were interest rates significantly higher when you purchased your traditional life insurance policy?
- If you own Variable Life Insurance, how has the market affected cash values?
- Do you know reasons why your life insurance might lapse?
- If you own term insurance, when does it terminate?
- What are your family’s top priorities today? What will they be in 5 to 10 years?
- Do you have the right deductible/co-insurance health plan mix?
- Life goes on in the case of disability—are you ready?
Our insurance specialists will conduct a personalized insurance audit for you to determine your true insurance need. Then, we’ll shop that need across the industry to ensure that you get the best price. Why not shop around? It costs you nothing!