Is a BIG problem lurking inside your life insurance policy?

Posted on January 14, 2015 by Admin

Do you own a cash value life insurance policy that you bought a number of years ago? Perhaps someone you care about does?

Whether it is paid-up or not, you can usually benefit from a life insurance “audit” to make sure that your policy is not going to lapse… before you do!

Or maybe you’d like to have a new one with a BIGGER death benefit, more guarantees or a long-term care (LTC) benefit added at no out-of-pocket cost.

There are lots of potential benefits for you and your loved ones to have a FREE and unbiased life insurance policy audit policy review done for you. We can even audit a “term” life policy that’s about to expire as well.

Watch my 60 second video to learn a little more and contact me it you have an interest in discussing this further.

http://youtu.be/qtrEYz3-ae4

all the very best… Mark

This entry was posted in Regular Blog. Bookmark the permalink.

Comments are closed.

Investment Advisory Services are offered through Retirement Wealth Advisors, Inc. (RWA), a Registered Investment Advisor. Mark J. Orr and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Mark J Orr and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Life insurance and annuity guarantees rely on the issuing insurer’s financial strength and claims-paying ability. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. All life insurance and annuity products are sold separately through Mark J. ORR, CFP, RICP. PROACTIVE Tax Planning services are also offered separately through PROACTIVE Tax Planning, LLC.