Coverage checked, policies read again
Life insurance, disability coverage and property and casualty insurance are reviewed by licensed insurance specialists on our bench. The first question is whether the coverage you have still fits: the gaps, and what you may be overpaying for.
A permanent life policy or an annuity bought years ago is rarely read again. A policy review checks whether it is still doing what it was bought to do. If a change is suggested, you'll see the costs first, including any surrender charges and tax, and the decision is yours.