Insurance Consulting Services

A properly structured life insurance portfolio can be invaluable to maintaining your family's wealth by providing cash at a time of need, ensuring protection while preserving capital assets for heirs.

To perform a life insurance audit, we review your current needs and goals to determine your requirements for risk protection. A variety of questions have to be answered:

  • How much income will family members need to maintain their standard of living?
  • Will there be enough liquid assets to pay debts, medical costs and estate taxes?
  • Will assets have to be sold quickly at depressed prices to raise the needed cash?

Working with a licensed insurance agent, we offer a comprehensive review to show you how your current policies are performing. We also help you decide if the coverage is adequate for your current and future needs.

How can we help you?

Contact us by phone 800.274.3978 or submit your questions, comments, or proposal request.