Our new Policy Review questionnaire asks you specific questions tailored to changes in your current life or business situation and needs. Any of these changes may necessitate a review of your par whole life insurance policy/policies or corporate-owned par whole life insurance policy/policies (or both).

Based on your answers to the Policy Review Questionnaire, we will advise you if a policy review is needed. If you decide to schedule a policy review, you will automatically be redirected to Stephen's scheduling appointment calendar to select a time that works best for you.

Completing the Policy Review questionnaire also informs you if your last policy review was a year or more ago. If that is the case, we strongly recommend you schedule a policy review with us.