Description
What are Independent Insurance Assessments?
Assessments provide a review of existing insurance contracts to verify accuracy of information and options to maximize benefits.
This includes:
- Owner/Insured’s legal name and age
- Amount and type of coverage
- Named beneficiaries
- Expiry of coverage
- Premium amount and duration
- Reduce paid up options
- Conversion options
- Cash values
- Ability to add coverage and insureds
- Maximum cash to be tax sheltered
In this engagement, I’ll review your existing insurance plans to verify the accuracy of the information and determine if it continues to serve your needs.
