09/30/2026
As Life Insurance month comes to a close, a gentle reminder…
Insurance needs to be reviewed. Period.
Just because a policy was illustrated a certain way does not mean it is performing as intended. Reviews show how it has performed and how it is expected to perform going forward.
Whether you have a simple policy for family protection, estate planning, Long Term Care, or as an asset class or a more complicated program for pension planning, buy sell, key man, leveraged, etc. You need to know. Are you on track or off track?
I generally recommend getting an “in-force illustration” at least every 5 years.
If you have a need a new program or wish to have a policy reviewed, let's visit. ScottsPlan.com