The Questions
I• Do you have too little?
• Do you have too much?
• Do you have the right amount?
• Do you pay too much?
• Do you have the right type?
• Is the coverage structured to take advantage of today’s tax laws?
• Are beneficiaries named correctly?
• Is the proper owner paying the premium?
The Answers
Our “Peace of Mind Checkup” provides you with an independent professional report on the status of your coverages. Based on a review of your information and policies, we will prepare a summary comment of the coverages and make any appropriate recommendations. I want a Peace of Mind Checkup.
CRX 05/2005

