Evaluate the Carriers

Your Resource for Life Insurance Solutions

A Lifetime Advisor can help you identify areas where you may benefit from life insurance and recommend products that fit your needs.  Whether it is for key man insurance or for making sure your loved ones are financially secure when the worst is to happen, you will feel better knowing you are protected with the correct amount of life insurance.  We know how important financial security is for a lifetime of well-being for our clients and for the ones they leave behind.

Independence is Everything

As independent advisors, we are able to shop many of the top carriers to determine the appropriate carrier for each of our clients.  Carriers do not all underwrite equally.  In certain conditions some carriers can better suit a client, we make sure to find the perfect carrier for each of clients to ensure the right price and the correct benefits.

Our Diligent Life Insurance Process:

  • Identify the amount of life insurance necessary
  • Complete preliminary fact finder
  • Submit fact finder to all the top carriers to determine which carrier will best rate our client
  • Complete medical examination for desired carrier
  • Short and long-term disability
  • Re-examine your life insurance needs later down the road

To request a free consultation, submit the form below:

Name

Date of Birth

Desired Amount

Coverage Type

Phone Number

*Email

State

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