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Life Insurance Policy Review

  • Writer: Kyle Goeman
    Kyle Goeman
  • Apr 29, 2019
  • 1 min read

Why we like to do Life Insurance Policy Reviews


1. Update beneficiaries, go over payments and coverages.


2. Talk about riders policy has and what they can do for you.


3. It's always easy to make changes while the insured is alive and a review is the perfect time to make changes.


4. Ask us about Per Capita and Per Stirpes and what it mean to your legacy.


 
 
 

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Citizens Alliance Agency, Inc. is an affiliate of Citizens Alliance Bank. Products offered through Citizens Alliance Agency, Inc. are: NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK OR AN AFFILIATE OF THE BANK | MAY GO DOWN IN VALUE (If Applicable).

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