A Life Insurance Policy Review
could lead to big $$$.

 

Every client needs his or her Life Insurance Program reviewed. This analysis is offered as a courtesy to your clients to make sure their policies are still in line with their goals and objectives.

Consider these questions:

1. Have the needs changed? - Your client may be over-insured or under-insured.

2. Would your client like to lower premiums or increase coverage? - It may be possible with a tax-free 1035 exchange or Life Settlement.

3. What is the fair market value of the policy? - Your client may benefit from a Life Settlement option.

4. Does the policy have a large cash value? - It may be possible to "refinance" the policy.

5. Is the policy outdated? - Lower interest U.L. or Whole Life policy?

What to do:

  • Ask for annual policy statements, or if you are the agent of record, call the company and ask for a current inforce illustration. Dunhill will do the rest.

Contact Your Dunhill Life Specialist
for a no-obligation policy evaluation.
Call Rick at Dunhill
  
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