Is my life insurance performing as planned? Will my policy die before I do? Does it still meet my needs?
Published: August 22, 2011
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.