Life Insurance

IMPORTANT:

Did You Know Your Life Insurance Policy Could Be a Ticking Time Bomb?

We challenge you

If you own any type of life insurance and live in the greater Los Angeles area, pay close attention.

Your life insurance policy could be a ticking time bomb!

You see, your current plan might not perform as you’d think. We’ve seen it time and time again with hundreds of clients in the past – thinking you’re covered isn’t the same as actually being covered.

Chances are you haven’t heard anything from the insurance company or the agent – it’s like flying blind without a pilot.

There are a bunch of reasons why the policy might not be as you think:

Here’s what they are:

  • Interest and dividend crediting rates have changed. Reductions in interest crediting rates and/or dividend rates have caused many in-force contracts to underperform when compared to original projections
  • Underwriting philosophies have changed. Changes in insurance carrier medical risk & lifestyle assessment can result in improvements in risk classification and reduce possible excessive cost of insurance charges.
  • People are living longer. The increase in life expectancy has resulted in the potential for the cost of many policies to be uncompetitive, or potential for improvement.

…and the list goes on and on.

But we want to help – no obligation.

Introducing “The Life Insurance Audit’

With The Life Insurance Audit, you’ll get an in-depth look at your current plans and identify “traps” that could be causing you unknown problems. With over 40 combined years of experience, our team at CorpStrat will ensure you’ll get the answers you didn’t even know you needed.

Here’s what you’ll get when you perform a The Life Insurance Audit with us –

  • A performance review of your existing policy is done. This includes an in force projection and intake with you.
  • A risk assessment of you and the policy is done so we can determine whether or not there is a potential for improvement.
  • If improvement is possible, we determine which life insurance companies will provide the best improvement.
  • We review the current product and come up with several planning tactics to determine if they’re in alignment with your goals and objectives.
  • You’ll find out if there is a newer product and/or planning strategy available that can help you reach your goals more efficiently.
  • You’ll get an evaluation of the current insurance company’s financial stability and an objective review of your policy as well

You’ll walk out with a customized plan which lets you know what actions to take with your policies.

If you’re interested in The Life Insurance Audit and live in the greater Los Angeles area, fill out the form below to get started:

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