When was the last time you updated your life insurance coverage or the beneficiaries designated to receive the proceeds of your policy? It may be time.

Many life insurance policies are based on outdated mortality tables and could be costing you money and benefits. Older tables estimate that people have shorter life spans than newer tables, which can lead to significantly higher premium costs.

This month, let our team help you review and update your life insurance policy. We can update old policies based on newer mortality tables to ensure they are priced correctly and provide the right financial protection.

We want you to have individually-crafted life insurance and the confidence that comes with the knowledge that your loved ones are covered when they may need it most.

Paul Allen, CFP, MS | President

Tennessee: 615-457-3481 
5500 Maryland Way, Suite 133
Brentwood, TN 37027
Fax: 615-730-7595

Florida: 941-413-0570
400 Burns Ct.
Sarasota, FL 34236