When's the last time you reviewed your Life, Disability & Long-Term Care Insurance policies?
Circumstances change, so it's important to regularly review your policies to make necessary updates. Your qualified B. Riley Wealth financial professional can help review your policies to ensure that:
· Your policies will not lapse.
· The benefits match your current stage of life and needs.
· The policies' premium schedules work for you.
· Your beneficiary designations reflect your wishes.
· You have a policy that can provide an accelerated death benefit for Long-Term Care needs.
B. Riley Wealth financial professionals have access to a team of knowledgeable and experienced insurance professionals who can source and evaluate a variety of insurance solutions. Whether you need to adjust an existing policy or wish to make substantial changes, our goal is to help you secure the future you hope to enjoy. Allow our team to guide you through the process.
Your qualified B. Riley Wealth financial professional will assess your current policies for strengths and opportunities before offering you clear recommendations for how to proceed.
Next Steps:
1. Contact your qualified B. Riley Wealth financial professional to share a copy of the most recent annual or quarterly statements for your life, disability, and/or long-term care insurance policies.
2. Review recommendations tailored for your needs and make a decision that is right for you.
Insurance can do more than protect you and your loved ones from financial burden, it can offer peace of mind as you plan for your future. With help from your qualified B. Riley Wealth financial professional, you can be confident your policies align with your financial goals.
Looking for a financial advisor? We can help with that, too. Click here to find a B. Riley Wealth financial advisor located near you.
Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through B. Riley Wealth Advisors, Inc. Fixed insurance products offered through B. Riley Wealth Insurance.