Life changes. Should your insurance?
Part of a successful financial plan includes a review of your insurance needs. An insurance ‘check-up’ will make sure you have the right coverage to help protect your family, your lifestyle and everything you’ve worked hard to achieve.
Changes in both your financial situation and your life stage affect your protection needs. I invite you to take a look at how the risks you face when trying to reach your financial goals evolve over time.
One of our strengths at CBS is our experienced success in marrying insurance planning with that of wealth accumulation. Building wealth takes discipline and planning and we believe it should be protected. Our mission is to educate every one of our clients on a wide variety of products in the complex and diverse financial industry.
We ask tough questions and find being direct rather than diplomatic usually works the best. People are inherently averse to paying for something they don't think will need. Yes, insurance products are intangible but money is not. Understanding that the two interconnect, is crucial.
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