Proposed Life Insurance Policy Evaluation Service:
Will this life insurance proposal meet your needs?
Is this policy competitive?
Is the life insurance company well-rated (quality financial strength) - keep in mind that this is a long term agreement
Don’t wait any longer order your customized report will provide you with the following:
- Does this policy meet your needs (visit the “How Much Life Insurance Do You Need/Planning” Section)
- Are there any “hidden issues” with the proposal?
- What are your options?
- Life Insurance Company Quality and Financial Strength Overview – current ratings from the major rating services- (A.M. Best, Moody's, Standard & Poor's and Fitch Ratings), as available.
The report will provide you with the information to see if this proposal meets your needs and if there are potential issues (or holes) in the plan. How you use this information is up to you. Please note that this is service is strictly information and is based upon the information submitted and is not to be construed as advice.
Please note that on reviews for Equity Indexed Life Insurance, Variable Life Insurance policies and similar policies - the focus is strictly on the insurance component and the gross hypothetical rate of return on the submitted policy illustration. There is no review or evaluation of the investment components.
Each report is designed for your particular proposal. With over 1,500 active companies offering a multitude of constantly changing life insurance products, there are options, riders etc. that may not be shown on the information submitted and that may have a material impact on a policy.
To request a life insurance prososal evaluation: follow the instructions on the life insurance policy request form (click to open, then print it). Please also complete and return the Life Insurance Proposal Information Form. For multiple policies, please contact me to discuss it by using the contact form.
SAMPLE REPORT: Sample Life Insurance Proposal Review