LIFE INSURANCE POLICY AUDIT

Get a Free Check-
Up on Your Life
Insurance Policy

Checking your policy can help verify information and possibly save you money or receive additional benefits at no extra cost.

COMPLIMENTARY
OFFER

NO
OBLIGATION

100%
SECURE

Reasons

Reasons

There Are Many Reasons to Get
a Life Insurance Policy Audit Every 3-5 Years...

Underfunding and underperformance issues

New enhancements in life insurance products

Interest, legislation, and financial market fluctuations

Loans, withdrawals, or other policy changes

Financial strength of insurance carrier changes

Lifestyle changes requiring more coverage

steps

steps

Here's How to Get
Started on Your Audit

1Step

REQUEST YOUR AUDIT

Fill in your information and complete the form to express your interest

2Step

SIGN AUTHORIZATION

Give us permission to access your records with just one signature

3Step

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
Wealth Coach

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:

Click Here to Continue Reading...

“This Will Be There When I Need It Most…”

Sound familiar?
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…

audit

audit

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:

Status report on policy's overall health

Summary of policy data and performance

Rating of insurance carrier's financial strength

Rating of insurance carrier's financial strength

start

start today

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.

Complimentary Analysis

Who Provides the Complimentary
Analysis?

Carlos Dias
Wealth Coach, Dias Financial, Llc
(407)801-2244 | carlos@diaswealth.com

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…

faq

faq

Frequently Asked Questions

Nothing! This is a free audit on your life insurance policy. It's a complimentary service we provide to all of our clients.

What information do you need from me?

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

free audit

Receive a Free Check-Up on Your Life Insurance Policy