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We live in a world of constant change. As such, it is all too common for Life Insurance Products, even those backed by a solid strategy, to become inadequate or even obsolete.

I&E Maintenance Process

Changes in financial situations, law changes, changing needs such as new family members or changes in medical status can all threaten the soundness of your plan.

This is why at I&E, we prioritize regular status sessions to discuss issues such as maintaining your strategic life insurance or annuity during what we define as your Maintenance phase.

Your expert Pro Client Guide is available to conduct regular status checkups concerning all aspects of your strategic plan and products, as well as guide you on best practices of how to utilize your policy to get the most out of it.

So, what are you waiting for? Please schedule your complimentary strategy session today!