Understanding how an existing policy is performing, and when to consider replacing it
with a new policy is critical to maximizing your benefits and minimizing your costs for life insurance
Life insurance products, much like automobiles, have "new and improved" versions that come
out fairly regularly. These newer versions can often provide the same amount of death benefit at a lower cost.
But knowing how and when to do this is critical - especially in a market where you can easily get "churned"
solely for the benefit of your insurance agent's commission check.
This can be especially true for Trustees, as they live with the ever increasing
Blevins Financial is available to consult, on a fee basis, for reviews of existing
or proposed life insurance products. This will provide you with unbiased, un-sales oriented counsel and
Blevins Financial, LLC
306 240th PL SE, Sammamish, WA 98074
Phone: 425-837-5419 Fax: 425-484-4004
Information on this web site is for general information purposes only. It is important to keep in mind that there are many ways to apply a strategy which are dependent upon your personal situation. Estate, insurance, tax regulations and laws are very complex and are subject to change. This website, therefore, is not designed to be a substitute for specific tax, legal, or other professional advices. For specific assistance for your personal individual situation the services of an appropriate professional should be sought.