Client Brochure G1614 BEHLMANN

AREAS OF
INSURANCE REVIEW
Life Insurance
Long Term Care
Home Health Care
Annuities
Health Coverages
Final Expense Needs
Legacy Safeguard
TESTIMONIES
After our review we have the freedom and
peace of mind to spend our savings and not
feel guilty with what we are leaving our children.
- Jim and Sue, Orlando, FL
Consolidating our old polices saved us a ton
of money and we were able to stop making
premium payments.
- Ron and Karen, Plano, TX
We were able to increase our death benefits
and pay less premium.
- Mark and Lourie, Joeliet IL
THERE IS ONLY
ONE WAY
TO ASSURE THAT
THINGS WILL BE
DONE YOUR WAY.
PLAN IT THAT WAY.
We never would have believed we could leave
hundreds of thousands of dollars to a charity
we have supported our whole life.
- Sam and Michelle, Tulsa, OK
Leaving a legacy for our children and grandchildren has given us great joy.
- Bob and Linda, Lubbock, TX
We could not qualify for Long Term Care but
with this review we were able to get home
health care, thanks for the peace of mind.
- John and Julie, Newton, KS
DON’T OVERLOOK THIS SERVICE
We can now allow our children to inherit our
IRA’s without paying taxes. Wow!
- Ron and Helen, San Dusky, OH
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(281) 398-0088
QUESTIONS ASKED WHEN
DOING AN INSURANCE
RISK ANALYSIS
Do I have the right type of insurance coverage?
Am I paying too much?
Why do I need insurance?
Your properties and assets represent a lifetime
of work and achievement and sacrifice. Proper
planning gives you ultimate control over the
distribution of assets and properties you have
worked to acquire.
PROCESS OF AN
INSURANCE AUDIT
Provide a review of current policies
Make recommendations on how insurance
will accomplish your goals
Provide you with action steps to complete
your insurane objectives
How should I be paying for this?
Are their better ways to cover my risks?
ADVANTAGES
Lower your insurance costs
In-depth planning is the investment into your
finances and risks relating to the insurance
desires you have made and will be making, to
help protect these assets for your family.
Purchase of the proper types of coverage
During your lifetime you have purchased various
types of insurance at different times, from
different people and for different reasons.
Discontinue un-needed policies
For this reason it is important to have your
program reviewed.
Increase your total death benefit for the
same premiums paid
Stop paying insurance premiums
Provide you with peace of mind that you
have the right coverage and the lowest cost
Premier Planning is a licensed broker making available all
insurance carriers to help decide the best products for you.