LIFE INSURANCE REVIEW
DO YOU HAVE
YOUR LIFE POLICY?
There Are Many Reasons to Get
a Life Insurance Policy REVIEW Every 2-5 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
Many years ago, you may have purchased a life insurance policy. However, you may have been reluctant or didn't know how that decision was impacted by that advisor's conflicts of interest.
“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…
LIFE INSURANCE REVIEW
What's Included in the REVIEW?
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.
REVIEW OR REPORT
Who Provides the REVIEW
Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, offering strategic financial planning services to business owners, executives, retirees, and professional athletes. As an instructor and presenter for multiple CPA societies, he’s educated over 100,000 accountants, attorneys, and business professionals on integrating different investments and insurance products when developing tax, estate, and long-term care plans.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in several publications including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He’s also been interviewed on various radio and television stations. Carlos is multilingual, fluent in both Portuguese and Spanish.