Insuring your future

Dan Hildebrand, Risk Management Advisor talks about a few simple steps

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The 401k Latte Company insurance process

• Free, no strings attached initial consultation to discuss your needs
• Based on your situation we will make a recommendation of coverage
• As an independent broker, we shop multiple insurance companies
• The process results are explained to allow you to make your decision

Will your life insurance policy die before you do?

That’s the big question facing many life insurance policy owners who bought their policies 5, 10 or 20 years ago. We have endured years of historically low interest rates and very poor stock market performances. Many permanent policies are not performing the way their owners expected them to and to make matters worse some agents who sold these policies have retired or left the business. If a policy is on track to lapse or if you will be required to put higher premiums into a policy, you’d want to know about it. Our Policy Check Up Process aims to help policy owners understand the health of their policy.