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INSURANCE REVIEW

Insurance is an important part of planning for and protecting your future. When properly structured and funded it can provide liquidity when it's needed most.

 

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During an Insurance Review, we...

  1. Clarify client goals and purpose of insurance

  2. Request in force illustrations to examine policy performance.

  3. Look for potential improvements in underwriting class

  4. Review Policy Structure (Owner/Premium Payor/Beneficiaries/Riders/Conversion Options)

  5. Evaluate company strength

  6. Recommendations to improve insurance program

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© 2025 The Voss Group

 

Securities, investment advisory, and financial planning services offered by qualified Registered Representatives through MML Investors Services, Inc., Member SIPC (www.sipc.org). The Voss Group is not subsidiaries or affiliates of MML Investors Services, LLC, or its affiliated companies. 400 Meridian Centre, Ste 101, Rochester, NY 14618. (585) 241-5200 CRN202509-2836198 

 

We have individuals licensed to sell securities and insurance products in AZ, CA, CT, DE, FL, GA, IA, MA, MD, NC, NJ, NY, OH, OK, PA, SC, VT, WA. Elwyn Voss CA Insurance License #: 0F63769. Domicile in NY. 

 

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