Life Insurance Review and Needs Analysis


Life insurance may be one of the most over-sold products in the history of man. An Apropos life insurance review and needs analysis offers the following benefits:

We will query you in detail about your dependents, household income and expenses, tax situation, net worth, financial goals and retirement plans to gather all the information we need to determine how much life insurance you should have and how to cost effectively obtain the coverage you need.

The Deliverables for a life insurance review and needs analysis engagement include:

These deliverables will be thoroughly explained to you in a presentation meeting.

The amount of time we require to perform our review and analysis, and therefore the cost of this service to you, will vary depending on the complexity of your life insurance needs. You will be provided with a guaranteed fee estimate at the end of our complimentary Get Acquainted meeting.