Book a conversation
Two questions, then the right calendar
Different conversations need different amounts of time. Rather than showing you seven calendars, we will point you at one — and tell you why.
Annual Policy Review
About 30 minutes
For existing clients. A yearly check that your coverage, beneficiaries and funding still match your life.
What we will cover
- Anything that has changed in the past year
- Beneficiary designations, confirmed line by line
- Whether the policy is performing as expected
- Any service items to open on your behalf
Worth having to hand
- Your most recent annual statement, if you have it
- Any changes to your family, income or health you want reflected
You will never be asked for a Social Security number, bank details or a carrier password to book or attend a conversation.
Before you book
- You will get a confirmation email with the meeting link and a short list of what to have handy. Reschedule and cancel links are in that email.
- There is no charge for any of these conversations, and no obligation to buy anything.
- If you are an existing client with something urgent, contact your carrier directly — their service line is on the carrier directory page.
How we use your details. We use the details you provide to answer your question and, where you have asked us to, to prepare for a conversation. We do not sell your personal information. See the privacy policy for what we collect, how long we keep it, and how to request access, correction or deletion.
Educational information. The information on this page is general and educational. It is not insurance, tax or legal advice, and it is not a recommendation to buy, keep, change or cancel any policy. Your own situation may lead to a different conclusion. Please talk with a licensed professional before acting.