Broker Check

September Update

September 11, 2019


Employer-sponsored life insurance is a great benefit. However, it doesn't always provide enough protection for your family and might not be portable should you change jobs.

Talk to us today about incorporating individual life insurance into your overall financial plan.

As always, we also wanted to check in with you to see if you had any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.).  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.