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In today’s society, it is necessary to understand the intricate differences between insurance policies which appear very similar, but have very important differences.
With a comprehensive personal insurance review, areas of insufficient coverage are identified as well as areas of excess coverage. Oftentimes an insurance review will recommend the purchase of specific types of insurance. You receive these insurance recommendations in written form and Financial Life Advisors will not sell you those insurance policies.
Insurance products are constantly changing which makes it important to review your insurance coverage every few years or when big changes are about to take place such as marriage, birth of children, death, or major purchases.
Coverage areas to review include:
• Health
• Employee Benefits
• Disability
• Life
• Auto/Home
• Liability
• Long Term Caren
If you need an unbiased third party to review of your policies, or you need a referral for a reputable insurance agent, contact us for a complimentary consultation. Financial Life Advisors will have a licensed Risk Manager and Insurance Counselor review your insurance policies and particular situation and then provide written recommendations you can implement with anyone.
This firm is not a CPA firm.
Financial Life Advisors (FLA), a Registered Investment Adviser, and Jim Oliver & Associates, P.C. (JOA) are under common ownership and control. Team Oliver is used to describe collaborative services of both firms. Professional tax services are provided by JOA and investment advisory services are provided by FLA, each under separate agreements.
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