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Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.

10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone

info@wealthcontrol.com


 

Life Insurance Survival Audit

Will your policy die before you do?

  • Have you audited your policy with today’s assumptions versus those when you bought your original whole, universal, or variable life policy?
  • What would it cost to increase payments now, and why should you?
  • Would a new policy be a better solution?
  • Should you cancel, update or is it appropriate to sell your old policy?

More information is available about our Auditing Services, or you can read about our comprehensive Tailored Services. Alternatively, read Case Study 1: Prominent Physician and his Mature Family or Case Study 3: New Key Manager at Company.

To learn more about our auditing services, call us at 781-235-8891 or email us.


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John L. Rosenheim is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, Inc., member SIPC, 60 William Street Suite 200, Wellesley, MA 02481 Tel: 781-263-4500 Wealth Control Advisors, LLC is not a subsidiary or affiliate of MML Investors