Our Services

Life insurance is the center of a sound financial plan. As your life changes, you need to verify that your plan is keeping up with your current needs and meeting the desired objectives. Every policy holder can benefit from a Personal Coverage Review. However, this is especially important for those who have experienced changes in their life for example:

  • Are in pre-retirement, 50-60's
  • Are likely to have experienced a life event such as marriage, divorce or the birth/adoption of a child
  • Experience a change in financial status- such as purchase or sale of a home, change employment, salary increase or inheritance
  • Experience a change in personal objectives, such as funding for retirement or college
  • Have not been contacted by an advisor within the last one to two years

By taking the time to review your coverage, you will have the information needed to make an informed decision regarding your life insurance coverage, particularly if anything has changed in your life. Reviewing your policy provides peace of mind to check whether or not the policy you have in place still meets your needs.