Life Insurance on your Quarantine To Do List?

For many clients, the application process has just gotten easier.

We have seen a significant uptick in the number of clients using this time at home to focus on matters on their “to do” list, such as updating their wills and trusts, and reviewing their existing insurance portfolios.

What’s more, many of our preferred life insurance companies have made the process of acquiring new life insurance a bit easier by moving the application process completely online and in many cases, eliminating the insurance physical exam.

To assess how much life insurance you may need, you can turn to educational resources like calculator from a nonprofit source (not tied to any insurer!) https://lifehappens.org/insurance-overview/life-insurance/calculate-your-needs/

We are happy to help with the review of your existing insurance portfolio.