Call us: 480-987-2700
Email: ClientSupport@TPWM.co
Subscribe to our content
about-me-logofacebook-logolinkedin-logogoogle plus.jpgtwitter_logo.jpgPinterest Logo

 

Career Business Bonuses Salary 401(k) Taxes Profit Planning Investments
Family Divorce Marriage Engagement Education Home Life Insurance Savings
Wealth Distribution Charity Gifting Inheritance Family Trust Tax
Retirement Travel Leisure Income Longevity Medical Planning
When will you reach your next Turning Pointe?

Insurance Review

What is an insurance review?

  • An assessment of your current and future needs.
  • A detailed summary of your existing policies including Ownership, Beneficiaries and Values.
  • Projections of existing policies reflecting estimated future premiums and values.  Note that you may have the option to make changes to your existing policies without incurring any adverse taxation to yourself or your estate.
  • A current evaluation of your health and lifestyle habits.  This is another way that it may be possible to improve your existing policy and save money.
  • Recommendations to bring your current policies back into line with your goals.
  • Review restructuring strategies such as consolidations, tax free 1035 exchanges, face amount decreases or change of ownership.
  • A current market study to determine if the existing policies are competitively priced.
  • Ongoing Service Plan including:
    • annual policy reviews
    • future actionable items (conversions, distributions, policy changes)
    • complete market studies at least every 5 years

This process is an integral part to your overall Financial Plan, creating and maintaining clear and objective assessments for today and to support your financial, estate and family care goals, into the future.

Investment Advisory Services Offered Through CUE Financial Group, Inc. a SEC Registered Investment Advisor.  Securities Offered Through Foothill Securities Inc., Member FINRA & SIPC.  Foothill Securities, CUE Financial and Turning Pointe Wealth Management are not affiliated.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved