Don’t Let Your Life Insurance Policy Lapse!

Don’t Let Your Life Insurance Policy Lapse!

We have many business owner clients who have purchased key person life insurance policies for their executive team over the years.  These policies protect the business and their key assets, their team.  However, many do not consider the full breadth of options later...

Life Insurance Premium Relief

Most major life insurance companies are now offering premium relief to help clients who have been impacted by the effects of COVID-19. If you need this assistance, please find carrier contact information below.           AIG 800-888-2452 AXA...
Is Your Life Insurance Being Monitored?

Is Your Life Insurance Being Monitored?

Life Insurance Is Not..."Set It and Leave It"June 2020 A new client has several existing policies that have not been reviewed or monitored by the selling agent since they were purchased. She is a 70 year old business owner with a key employee policy, a policy that is...