Broker Check

August Check In

August 15, 2018


IF NOT NOW, WHEN? While 6 in 10 Americans say they own some sort of life insurance, nearly half have insufficient coverage to address their family's financial needs. Did you know that the most vulnerable are families with children under age 18? Even if you have life insurance through your employer group plan, you may be underinsured. As our lives and families grow and change, our insurance coverage should keep pace. Just like you review your investment accounts, it is critical to review your life insurance as part of your overall plan and make adjustments.

Give us a call today to review your insurance needs!

In addition, we wanted to check in to see if you had any changes or updates that you need us to attend to.  If we can be of service in any way, please do not hesitate to contact us. 

Stacy Brilliant, Chief Operating Officer



All month long we've been asking our clients to tell us their life goals. Send us your goals and we'll send you our personal advice for how to help achieve them.