As loyal readers of our newsletters (and loyal listeners to our radio shows or loyal viewers of our PBS39 and BRC-TV13 shows) well know we love to share great information with you.
Originally, we offered (and still do – every single day) free ‘Second Opinion’ meeting with our More than Money advisors. These are a chance for folks to spend an hour or so with one of our advisors and explore any financial issues they wished – free of cost or obligation.
And then we expanded that offering to include:
- Free Social Security reviews
- Free Medicare reviews
- Free Long Term Care reviews
- Free Estate Planning reviews
- Free Reverse Mortgage consultations
And now we’ve added two more ways for you to explore your financial questions with us.
Life Insurance Audits – this allows you to have your current life insurance policies reviewed by an insurance professional. The benefit you should expect comes in three parts. First, you will have a detailed analysis of your current policies. Second, you may be given options to obtain the same level of insurance with lower premiums. And third, you may be given options to increase your life insurance coverage without increasing your premiums. You will receive all of this with no cost or obligation.
Annuity Audits – you can have your current annuity contracts reviewed by an annuity professional. You will then receive a detailed analysis of your current annuities. And, if appropriate, you will receive introductions to alternate contracts that could provide you with better benefits than you currently receive. Again, free of cost or obligation.
Keep in mind that changing/exchanging life or annuity contracts should not be done without serious analysis, thought, and consideration.
Should you wish to schedule your life insurance and/or annuity audits call our office and ask for Chad. Or email Chad ([email protected]).