A review of your current life insurance policies and annuity contracts should be preformed every few years and always after any changes in your personal situation. We find that clients don't always remember their beneficiary designation needs to be addressed when change happens to their family structure. Events such as marriage, a newborn in the family or even a divorce can be overlooked when it comes to your insurance policies.
Additionally, many people do not realize that the cost of Life Insurance has come down in recent years. Couple that with the new crediting methods available today and you have a situation that warrants a review of your current life insurance policies and annuity contracts.
We find that for many clients the review process results in peace of mind knowing that they have the right policies for their financial needs and that the policies are structured correctly for them.
Contact Mitchell Capital Group today for a free review of your insurance policies.
