Something different to think about.
I would like to wish you heath, happiness and safety during the strangest time in our lives. Personally, I have taken this time to reconnect with my family on a level not felt since Max and Sadi were little kids.
In our normally busy lives, we put aside important parts of our personal planning. If you are finding yourself with a little extra time, it may be appropriate to look at our Life Insurance.
An extremely important component of owning a life insurance policy is periodically reviewing the coverage to make sure it is addressing your current needs. As such, I would like to speak with you to perform a life insurance policy review utilizing the PPH Exam, a unique approach that examines whether there are any changes in the Purpose of the initial coverage, the Product performance, or the Health of the insured.
This PPH Exam can help you assess whether:
- your goals are being met in the most cost-effective manner
- the policy is being properly funded to meet your current objectives
- the appropriate amount of insurance coverage is in place to meet your financial goals
- the beneficiary designations remain appropriate
- your current policy ownership arrangement will produce the lowest tax liability for you and your estate, or help identify alternate strategies that could save you or your beneficiaries money in the long run.
This review will focus on your current needs and determining what changes if any, need to be made to your existing coverage. If your life insurance needs are unchanged, or are being met by your existing policy, you will have the comfort of affirming this. If not, I can offer strategies to help bring your life insurance policy in line with your goals.
We are working every day and would love to hear from you to help you. Please call or email: 215 540 1188 [email protected]
Stay safe!