When was the last time you reviewed your coverage? Like other financial assets, life insurance policies require ongoing management to ensure your policy is performing up to expectations. There are a number of factors that influence life insurance policies and one major negative influencer in recent years has been interest rates. Agents and insurance companies that designed a number of these life insurance policies didn’t factor in lower interest rates, and the result has been that a number of policies are lapsing prematurely.
Learn about the Top 10 Reasons for a Policy Review and let us help give you peace of mind and assist you with reviewing your life insurance policy(s) at no cost.