LIFE INSURANCE POLICY AUDIT
Get a Free Check-
Up on Your Life
Checking your policy can help verify information and possibly save you money or receive additional benefits at no extra cost.
There Are Many Reasons to Get
a Life Insurance Policy Audit Every 3-5 Years...
Here's How to Get
Started on Your Audit
REQUEST YOUR AUDIT
Fill in your information and complete the form to express your interest
Give us permission to access your records with just one signature
REVIEW YOUR REPORT
Receive a status report on the health of your policy alongside alternatives
Life Insurance Policy
Can a Life Insurance Policy Audit Really Help Save Me Money
or Get More Benefits at No Extra Cost?
From: Carlos Dias
Let me know if this happened to you…
Several years ago (maybe even DECADES ago), you decided to purchase a life insurance policy. You knew it was a good decision and thought to yourself:
“This Will Be There When I Need It Most…”
And so you moved on with life…
Maybe you got married…
Changed your job…
Or relocated to a new area…
Whatever YOUR SITUATION may be…
You always believed that your life insurance policy was going to be there to financially protect you and your family.
And That Was It! You ‘Check’ That Life Insurance Box Off Your List and You’re Set for Life.
But unfortunately, that’s just not the case…
What's Included in the Audit?
Your Life Insurance Policy Audit provides information about whether your policy is in good standing, how its performed throughout the years, and if there are suitable alternatives that better fit your needs. You may discover ways to save money or receive additional benefits at no extra cost. Here’s What You Get in the Report:
Schedule A Time to Review Your Results!
To take a closer look at your retirement plan and the potential tax landmines to
be aware of, schedule a time to meet with me.
Who Provides the Complimentary
Carlos Dias Jr. is a Wealth Advisor and Founder of Dias Wealth, LLC. He offers his clients a full range of wealth management services such as financial, tax, estate, charitable, long-term care, and asset protection planning. Potential solutions can also include the establishment of foundations and other philanthropic entities to accomplish charitable objectives, wealth preservation plans or pro-active tax planning.Carlos consults business owners, retirees, accredited investors, lottery winners, 501(c)(3) and charitable organizations, as well as…