Can You Get a Better Insurance Policy for Less Money?
Need a Life Insurance Policy Review? Call (800) 254-4719.
Unless you've recently updated your life insurance policy, you may be able to get more benefits for less money.
How do we know?
Well, during the last 25 years, IvyWest's partners have reviewed thousands of families’ insurance policies. (One of our founders, Frank DeLuccia, has been a CPA for over 25 years and is a whiz at analyzing financial statements.)
Our partners are constantly amazed by the number of situations where the policy owners:
1. Haven't opened the policy statements in months or years.
2. Are not aware that the policies are no longer right for their current situation.
3. Have not been informed that they can get more benefits for less money since companies compete by introducing new policies.
4. Haven't been told about the dangers of hidden fees and taxes and costly contract loopholes buried in the fine print.
We'd be happy to provide you a complimentary analysis of your insurance policies.
If there are problems, we will find them and identify some solutions.
Whether you choose to use them is up to you.
Our goal is simply to provide you the financial education so you can make better decisions and live a wealthier, healthier, and happier life.
Warm Regards,
P.S. As one of the founders of IvyWest Financial, I focus on client education AND client service. Our team members are contractually obligated to give you the best advice for your situation and willfully ignore commission rates. If you, ever, for any reason, don't feel you are getting great advice or great service, contact me at (800) 254-4719 ext 701 and I will resolve the issue immediately.
OUR PROMISE
We care about you and your family. We will protect you from financial and retirement strategies that could hurt you. We will educate you about those that could help.
We only recommend what we use for our own families. You won't ever experience any sales pressure. You decide what you want to do.
Warm Regards,
GET A COMPLIMENTARY ANALYSIS
As an Certified Public Accountant (CPA) for over 25 years, I've analyzed the tax returns and financial statements of thousands of families and businesses. Most people are not aware of the hidden taxes, fees, and costly contract fine print in their financial policies and retirement strategies. How much are you losing? How much should you be earning? I'd be happy to provide you with a complimentary analysis or your annuities, investments, life insurance, IRAs, 401(k)s, pensions, or social security income. Just call me at (800) 254-4719 extension 700 or click here.
*estimates based on accounting firm records and interviews with partner. Includes tax work and business consulting.
