Life Insurance
71% of families have under-estimated their life insurance needs. We will help you avoid this scenario by providing you with a comprehensive and personalized plan that address the following:
- Needs Assessment: We’ll tell you how much coverage your family will need so that they can continue to thrive. Key goals such as funding your children’s education, ensuring an adequate standard of living and ensuring your spouse will have sufficient funds during retirement are factored in.
- Insurance Strategy: Most people’s insurance needs change over time. We can build you a laddered insurance strategy to provide the right amount of coverage over time. This will also significantly reduce your insurance premiums.
- Concierge Service: We can help you find trusted independent insurance professionals so you get the best price. Additional fees will apply.
- Check Up: We’ll help you stay on top of your plan and make adjustments when life events occur (e.g. new child, buy a home, change jobs). Additional fees will apply.
We’ll save you hundreds of dollars in annual premiums while making sure you have adequate coverage for your family. To see an example, click on this sample strategy which saved the Larkin family $411 per year.
“We really had no idea how much insurance we needed. It was surprising how much we needed and also how little it can cost if you have the right strategy. – Greg Larkin, Father of 2 Young Children”
We are currently market testing our Life Insurance Strategy advisory service so the first 25 sign-ups will free. After we launch the service the price will be ($195).
