Is my life insurance performing as planned? Will my policy die before I do? Does it still meet my needs?

The life insurance industry has almost certainly changed since you bought your last policy.  New products have been developed and prices are falling, yet many policies are still underperforming.  WealthPoint provides an objective, fiduciary quality assessment of your life insurance portfolio.  We will help you determine if your insurance still meets your specific planning needs and whether your products are still competitively priced. This thorough process produces a clear and objective assessment of your insurance and recommendations for future action.

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WP90X – Best Practices and Standards for Insurance Portfolio Due Care

Description: Ryan Barradas and Vincent Brunoforte of WealthPoint discuss the types and importance of life…

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Life Insurance Policy Reviews

By Ryan Barradas Life insurance is an important part of an overall financial plan. Regular…

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Life Insurance Basics

By Ryan Barradas Originally posted May 2015; Revised August 2022 The pricing of life insurance…

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