Hot Deal

Life Insurance Portfolio Analysis
Advisors may come and go, but a Diamond is forever!
Your life insurance is a critical component of your portfolio, which requires professional analysis and management. Since you last purchased life insurance, dramatic changes affecting the design, performance and medical underwriting of life insurance policies have taken place. 
 
Our Life Insurance Portfolio AnalysisSM program is a thoroughly objective evaluation of your current life insurance coverage. The process is designed to determine whether your policy’s performance is in line with your goals and expectations, which often times have changed since the original purchase of the coverage. 
 
If we conclude that the existing coverage may not be meeting your needs or performing as expected, the next step is to determine whether more cost effective or enhanced coverage is available to you. It has been our experience that in the majority of cases, the potential for improvements is discovered and we have the opportunity to present clients with options. These may include an increase in death benefit at current premium levels, a reduction of premiums while maintaining the same coverage, or extending guaranteed coverage periods. 
 
A number of factors including longer life expectancies and increasingly competitive and innovative product design features have led to a transformation within the life insurance industry in recent years.  I am committed to ensuring that you have the opportunity to benefit from the most up-to-date medical underwriting and product enhancements. 
I invite you to take a few moments to review the enclosed brochure to learn more about the Life Insurance Portfolio AnalysisSM process and the converging industry and economic factors that have made analyzing existing coverage a critical step in managing your portfolio.  To view brochure, click here.  
Call Bob at (708) 995-7727, or my cell at (708) 269-4906, Thanks for your consideration!
Contact Information
phone: (708) 995-7727
Offer Valid: June 1, 2017June 30, 2017
Mokena Chamber of Commerce