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A conversation can help identify your protection needs, mortgage information, existing insurance, and overall objectives. This information can help determine whether an insurance-based concept may be appropriate for your situation.
Items that may be discussed include:
1. Your life insurance protection needs;
2. Your current mortgage balance, term, and interest rate;
3. Your existing insurance coverage;
4. Your available budget and ability to maintain premiums over time; and
5. Your long-term protection and financial objectives.
By contacting us, you can learn whether this concept may help support your protection and planning objectives. Any potential approach will depend on individual needs, underwriting, product availability, policy terms, costs, and long-term affordability.
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The Mortgage Reduction concept described on this website is a general educational planning concept. Any life insurance policy used in connection with this concept is subject to underwriting, policy terms, costs, charges, and performance. Policy loans and withdrawals may reduce policy cash value and death benefit, increase the risk that the policy will lapse, and may result in tax consequences. Guarantees are based on the claims-paying ability of the issuing insurance company. Results are not guaranteed and will vary based on individual circumstances.