Broker Check
6 reasons a policy review can benefit you today

6 reasons a policy review can benefit you today

| October 27, 2022
Align your financial past, present, and future with a policy review

You’ve put love into action by protecting yourself and your loved ones with life insurance. And, just as you would see a doctor for an annual check-up, your policy needs an annual review too. Things can often change quickly in life, and by conducting a “policy check-up”, I can help assess your current coverage and determine whether it’s in good shape to help protect your family’s long-term financial well-being.

During a policy review, I may be able to help you: 

  1. Evaluate your policy’s performance and adjust strategies to align with your short-term and long-term goals.
  2. Potentially lower your premium costs due to an improvement in your health.
  3. Enhance your policy’s options or benefits.
  4. Explore new product offerings that may provide a higher death benefit for a similar cost.
  5. Adjust your coverage to help minimize the impact of economic and/or tax law changes.
  6. Protect your interests by reviewing your current life insurance carrier’s latest financial integrity and performance ratings¹.

Together, we can address any major life or financial changes you may have experienced and explore opportunities for policy enhancements. Whether your goals have stayed the course or evolved, I will provide thoughtful guidance to help ensure you have the coverage you need now and into the future. Connect with me to start your policy review today.

¹ Financial information concerning Guardian as of December 31, 2021, on a statutory basis: Admitted Assets = $72.1 Billion; Liabilities = $63.5 Billion (including $51.8 Billion of Reserves); and Surplus = $8.6 Billion.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.

© Copyright 2022 The Guardian Life Insurance Company of America

2022-144516 Exp. 9/24