Broker Check
Are You Prepared?

Are You Prepared?

September 14, 2023

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Earlier this year I decided to analyze my own life insurance policy situation thinking that during September Life Insurance Awareness month we would offer our clients a similar analysis. I was very pleased at the extent of opportunities available, such as: lowering the premiums or improving my coverage. I took advantage by revisiting the insurance part of my financial plan to better match my current stage of life.

We would like to offer this service to you as well. During September we will be sending out a series of informational emails and I encourage you to consider working with us to examine your particular situation. Click HERE to let us know if you would like an insurance review.