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Scenario:

James and Linda want to look into their current life insurance policy to see if they can do better.

 

In order to help James and Linda, first we would need to extract some data from them about their current life insurance.

Questions We Might Ask:

  1. How long have you had your current life insurance?
  2. What type of coverage is needed?
  3. Do you currently have any significant medical conditions?

Because the only thing we know for certain is that change occurs, we can do our best to prepare for it. One thing we may start with is an insurance appraisal. 

What is an Insurance Appraisal?

An insurance appraisal examines existing policies to find any coverage that is unnecessary or is too costly, or can be upgraded for a similar or lesser cost.

 We may look for possible opportunities to reduce or eliminate your premiums—and still maintain your death benefit.

In addition to the findings of our insurance appraisal, one thing Jim and Linda may want to consider is Insurance Arbitrage.

What is Insurance Arbitrage? 

Insurance Arbitrage is the concept of using several types of insurance to increase your net worth.

Sound like something you’d like to explore? This is where it is best to toss ideas around with someone who lives and breathes in this world on a daily basis; enlisting the help of an objective financial advisor who is vested in the best interest of his clients and not the products–is always advisable.

If you face a similar predicament and are ready to seek more information, you can to set up a complimentary consultation with one of The Terrio Group’s financial advisors by calling the number below or using our online appointment scheduler, also accessible below.

 

Location & Hours
542 NW University Blvd, Suite 102 B
Port St. Lucie, FL 34986
772-807-4628
2104 SE Rays Way
Stuart, FL 34994
772-807-4628
5201 Eden Ave.
Edina, MN 55436
763-259-3644
MON – FRI
8:30 AM – 4:30 PM

Get In Touch

Send your questions directly to us.

contact the terrio group

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