Client Policy Review

insurance policy reviewWhen was the last time you reviewed your client's risk portfolio for appropriateness and tax efficiency?  If you answer isn't “at our last review” your client's need CPR (Client Policy Review).  Life insurance is an asset and needs to be viewed as such. 

 

 

Client Policy Review

An objective audit of your client's insurance portfolio

© 2019 Advisor's Choice Insurance Brokerage Services LLC Securities and Advisory Services offered through Vanderbilt Securities, LLC.   Member FINRA and SIPC. Advisor's Choice Insurance is a separate entity from Vanderbilt Securities LLC. All Rights Reserved.  California Insurance License 0I22554. Advisor's Choice and its logo is a Trademarked brand of Advisor's Choice Insurance Brokerage Services LLC. LifeEase is a Service Mark brand of Advisor's Choice Insurance Brokerage Services, LLC