Insurance Review for Financial Planning

Insurance Review

Part of our job as your financial advisor is to help you manage the risk in your life.

So we have a question that will help us help you:

Have you recently received a statement from an insurance company on an annuity or life insurance policy that you own with them?

Like other areas of your portfolio, we should review your life insurance policy periodically to make sure it is meeting your goals.

Events that may indicate a need to Review your Insurance Policy:

Change in marital status
Change of occupation
Purchase or sale of a home
Death of a parent or grandparent
Birth or adoption of a child or grandchild

If you have owned your insurance policy more than five years, you may want to make sure your earnings and/or rate of return on the policy are competitive. Are your earnings keeping up with inflation?

We can help you to determine whether your policy is meeting your needs. Simply send Atlantic Financial your most recent statement and we will review it and return it to you within two weeks along with our recommendations for your consideration.

We look forward to hearing from you.

There is no cost or obligation for this review, and the information provided could make a difference in your financial future. Please contact us today for your Insurance Review.

Contact Atlantic Financial

For more information or to have us answer any questions you may have, please call 1-800-559-2900, (please include your name and phone number), or use this form to contact us:

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994. Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.

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