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Your policy review is right around the corner! Before you schedule your policy review, please fill in our Policy Review Questionnaire. This questionnaire is new, easy-to-fill in and provides you and us with helpful information needed to prepare for your upcoming policy review.
If you do not require or want a policy review at any time, please complete the questionnaire first and update your information. You have the option to decline a policy review after the questionnaire is complete.
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.