Ever clean out your dresser draws, your closet, or your garage? My wife made me do that every 5 years! Why, because I became a lazy collector - I acquired it and forgot about it.

It’s human nature to acquire things, even insurance policies and retirement accounts, only to let them collect dust and outlive their usefulness.

That’s why I do free policy reviews.

Policy reviews can prepare you for a new marriage or divorce, a new child, new or lost employment or revenue, unexpected new expenses, new loans, health changes – they can even save you a lot of tax money!

Don’t assume your old polices and retirement accounts still fit your needs – be certain with a fast and free policy review.

Frequently Asked Questions

Policy Reviews (Life Insurance, 401(k), IRA, Annuity)

Q: Why should I review my policies?
A: Because life changes—divorce, retirement, beneficiaries, new laws, and newer products may do more for less.
A: At least every 2–3 years, or whenever you experience a major life or financial event.
A: Yes! Many policies can be upgraded or replaced with more efficient and cost-effective options.
A: You might consider rolling it into an IRA or annuity for better control and safer growth.
A: Not if done properly as a rollover. We’ll guide you so you don’t trigger Uncle Sam.
A: Yes. Consolidation can simplify your life and reduce fees.
A: You’re not alone. That’s exactly why we offer free, no-pressure policy reviews.