If you’re looking to compare or transfer your existing permanent life insurance policy with cash value from another company to ours, here’s how we can make it happen:
Step 1: Review Your Current Policy
Let’s take a look at your current policy to understand its details, including cash value, coverage, and any benefits it offers.
Step 2: Explore Your Options
We’ll discuss the different type of options we offer and find one that aligns with your needs and goals.
Step 3: Apply for the New Policy
Once you’ve chosen an option, we’ll help you with our simple application process.
Step 4: Get Approval
Our team will review your application, and once approved, we’ll move forward with the rollover.
Step 5: Coordinate the Rollover
We’ll work with your current insurance company to transfer your policy and its cash value to ours. You won’t have to call them.
Step 6: Confirm the Transfer
Once everything is in place, we’ll review the details with you and finalize the transfer.
Step 7: Manage Your New Policy
After the transfer, we’ll be here to support you with any updates or questions about your new policy.
