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117 Things We Do for Our Clients - Number 12 - Review and Recommend Life & Other Insurance Policies


We don’t sell anything (period), but we take time to analyze everything.

Since our primary interest is your well-being and we do not sell any products, we will tell you exactly what we think of your existing insurance coverages and exactly what we think you should do in terms of insurance.

We look at life insurance and other policies.


We look for insurance coverage that is a waste of our client’s money or a coverage they need but don’t have.

It is rare if we don’t find anything.

We will tell you exactly what we see and help you shop for the best coverage.


*To see the whole list of "117 Things" in progress, click here.

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