Is your annuity meeting your financial goals? Our CARES Process™, has four unique outputs that…
Review Uncovers an Underperforming Policy
Unless your agent is regularly tracking the performance of your life insurance policy, it’s not uncommon for things to go off course…such as premium increases and/or decreases in coverage age and death benefit. Read how a policy review by our Policy Management Company rescued a client’s insurance plan from going off course.