Wednesday, June 29, 2022 / by Margie Drube
I am excited to be able to offer you access to the Policy Evaluation Program. This program will provide you
with a review of your present policy. It is designed to compare the actual performance of the policy to what
we had planned for when you originally purchased the policy.
Recent events in the capital markets have served to complicate matters and have made the review process
an even more critical service for you and your family. The goal of the Policy Evaluation Program is to help
ensure that your policy is performing as originally sold. The review is offered as a service to you.
If you do not currently have a Life Insurance Policy, now is great time to ...