Life Insurance Analysis & Review

It's best to review your existing life insurance policy every 3-5 years due to life changes and/or enhanced benefits.

Do you have the new kind of life insurance or the old kind of life insurance?

You see, many things have changed in the last ten years - from plummeting interest rates to improvements in the medical field. Things are not what they were even five years ago. 

And the same goes for life insurance. Over the years, additional benefits and improvements in pricing have made for better, more efficient policies. 

 

However, many people have purchased life insurance and have never had that insurance reviewed to see if they could be receiving these additional benefits and improvements. 

 

And on top of that, to simply make sure that their coverage is still going to be there when they need it most.  Now, that might sound silly, but you’d be surprised how many people are left without the coverage they signed up for.

That’s why we have begun to provide a free, complimentary review of your life insurance or annuity policy which can help you save significant money or obtain more value and benefits, without changing your lifestyle. 

 

For example, we have found policies often fail to meet the needs of clients. Through our free analysis and review, we discover that clients might have a term policy when they thought it was a whole life. With term polices set to expire, it could prove problematic sooner than expected.

 

To begin this review, all that’s needed from you is a signature to authorize permission and our team does the rest.

We shop the best insurance companies in the country and compare your policy performance with what is currently available. Once we have the results, we will give you a review of the top 2 or 3 options in the market. 

 

7 out of 10 people that we review end up saving money or improving their overall policy.

 

Your worst case scenario will be peace of mind knowing that we searched all of the best carriers and the life insurance that you currently have is performing the way it’s supposed to, meeting all of your necessary goals, and is the best for you. 

So ask yourself, has your life insurance policy been reviewed in the past 3 years?  Do you have full confidence in knowing your policy is performing as effectively as it should be? And lastly, with our free analysis and review, do you have anything to lose?

Please contact us and fill out the form to show your interest. We will reach out to you within 24-48 hours to discuss further on our life insurance review services.

Merit Advisors, LLC | Westerville, OH

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Advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.

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