Like most Texans, you have life insurance. But are you keeping up with your policy? If you haven't analyzed your life insurance lately, it may be underperforming due to changing interest rates, underfunding, or unleveraged tax potential.
We strongly urge you to check on your policy as you would your 401(k) plan or home mortgage. Talk to an expert.
Answering two questions will give you a good idea of where your plan stands:
1. Have you checked it in the last five years?
2. Have interest rates lowered since you bought your policy?
If you answered "no" to question 1, and answered "yes" to question 2, then your policy is probably up to no good.
Our experience in life insurance dates back to 1965. We can help anyone in Texas. However large or small, basic or intricate your policy, we've done it, and we can find room for improvement in almost any plan.
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