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Purpose of Policy Deliveries & Annual Reviews
Review any Changes To Your Financial Picture
Accountability of ALL Policies: Replacing lost policies & making sure that beneficiaries know were to find them
Review ALL Policies: Why they got them, what they cover, who they cover, & how long they will last….
Address family changes New births Higher / Lower income Higher/ Lower debt
Review your options coverage: Increasing coverage, family coverage, permanent coverage (adding or converting), disability coverage, or critical illness coverage
Set up your Emergency Response System & RX card
Review your safe money & tax free retirement options
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Tax Free Retirement
How much of your hard earned retirement will be taxed in your current investments?
If I could show you a way to re-allocate these funds into a tax free accumulation account with upside potential and no downside risk would you be interested?
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With over $24 billion in assets American Equity provides great service and sleep insurance to Americans.
For over 50 years, Fidelity & Guaranty Life has been a catalyst to help middle America plan for tomorrow.
National Guardian Life Insurance Company was formed in 1910. Consistently rated as one of the country’s most successful independent mutual life insurance companies, NGL received an A- rating from A.M Best.
Founded in 1851, Phoenix is a financially strong and stable company with a history of keeping its promises. We are committed to excellence in everything we do, from protecting people and their loved ones and businesses, to helping secure their retirement dreams.
Forethought Financial group is a diversified financial services organization dedicated to providing financial solutions for those planning for retirement for over 25 years.
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Kemper Corporation, with $8 Billion in assets, is one of the leading insurers. Underwriting Companies are A-(Excellent) by A.M. Best Company, the leading insurance rating authority.
National Agents Alliance Life USA partners with multiple carriers, offering its agents the flexibility to find the perfect fit for each and every single client. National Agents Alliance Life USA understands that every person needs coverage and will work to find the right product for you.
Assurity Life Insurance Company's origins are rooted in a 123-year legacy of providing long-term security to policyholders, earning generations of customers' confidence and trust. Assurity’s rating is A – (Excellent) by A.M Best.