Build confidence in your financial future.
Plan for your family's ongoing financial well-being should an unexpected curve ball
result in the loss of income, property, or even life.
Schedule a complimentary insurance policy review today.
A financial professional from Wilmington Advisors @ M&T can help.
Do you have the right type of insurance? Our specialists can assess the coverage you currently have to help whether the appropriate protections are in place—whether it's life (term, whole, universal, variable), disability, or long-term care.
How often should a policy be reviewed? In general, it’s a good idea to have coverage assessed every two years—sooner if you experience a life-changing event. That could mean everything from a marriage, divorce, birth, or death to less obvious changes like a raise or significantly greater debt burden.
Our professionals can help you evaluate your current policy to see if there are opportunities for more value or coverage.
A financial professional from Wilmington Advisors @ M&T can help.
Do you have the right type of insurance? Our specialists can assess the coverage you currently have to help whether the appropriate protections are in place—whether it's life (term, whole, universal, variable), disability, or long-term care.
How often should a policy be reviewed? In general, it’s a good idea to have coverage assessed every two years—sooner if you experience a life-changing event. That could mean everything from a marriage, divorce, birth, or death to less obvious changes like a raise or significantly greater debt burden.
Our professionals can help you evaluate your current policy to see if there are opportunities for more value or coverage.
Already have insurance?
An insurance policy is not a set-it-and-forget-it decision. It’s an important part of your overall financial strategy that should be reevaluated as your life evolves.
Our specialists can provide you with a complimentary personalized profile that reveals:
- How well your existing coverage addresses your needs
- Whether you’re eligible for more coverage at the same cost or the same coverage at a lower premium
- What policies and features may be available to you in today’s marketplace
Let’s have a conversation soon to schedule a policy review to ensure there are no gaps in coverage and that your policy is the most suitable one for your unique circumstances.
Here’s a sample of the before-and-after analysis a policy review can provide:
For illustration purposes only, individual results will vary. The details of your actual contract will differ.
This sample report is not a complete comparison of these products. Investment objective, sales and management fees, liquidity, safety, guarantees, fluctuation of principal and/or returns, and tax features should be discussed with your financial professional prior to making an investment decision.
When Should You Schedule Your Policy Review?
Generally, every two years, or sooner if you experience a significant life event.
New home
Marriage
Divorce
New baby
Promotion
Retirement
Connect with Us
Talk with an advisor about an insurance strategy that fits your needs. There’s no cost or obligation. To have a professional get in touch to set up a complimentary appointment, please fill out the form.
