It is not uncommon for individuals to collect life insurance policies over the years, as their needs shift from family protection and debt repayment to estate tax payment. Care must be taken to review existing policies to confirm that they still meet risk management goals.

Understanding this, Stavis Wealth offers complimentary insurance policy audits to determine whether or not existing policies still meet client objectives, as well as explore newer and more appropriate insurance solutions.

To learn more, please get in touch with our team via our Contact Page, or feel free to start the process by completing our Complimentary Policy Audit form.