An Independent Insurance Review
As an independent company of financial advisors, we are able to offer our clients in the Arden and Hendersonville area the opportunity to review current life insurance policies from a variety of companies and evaluate their options. Because of this, we are not locked into a particular carrier and the interests of our clients always come first. We offer services for a variety of life insurance types:
- Life Insurance
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Indexed ULs (Universal Life Policy)
Do you have the best policy for your needs?
New types of life insurance policies come out every few years and mortality tables are updated every decade (meaning lower premiums due to longevity). Because of this, it is pertinent that you understand the full benefits of your policy and if it is still the right one for you. Our financial advisors stay up-to-date on all current and past policies offered and can help you get the most out of your policy.
How can we help?
With a little bit of information from you and your current policies, our financial advisors can tell you if you’re overpaying, potentially helping to save you money and/or ensure that your policy doesn’t expire before it’s need to pay out. We can get numbers from carriers in the industry and make sure you have the right type of policy to suit your needs at the best available price.
If you are ready to better understand your life insurance policy and know that you are fully utilizing your benefits, contact the financial advisors of Successful Financial Strategies. We have offices in Arden and Hendersonville. To retain your assets you may need a strategy in place. We are here to help you do just that.
In addition to helping your get the most out of your assets and investments, we can also help you in your retirement planning, wealth management, life insurance planning, tax planning, and more. Contact us or fill out the form below to speak to a financial advisor at Financial Successful Strategies.