Life Insurance Review
INVESTMENT, RETIREMENT, AND ESTATE PLANNING STRATEGIES
Are you considering purchasing life insurance? Let's discuss the:
Let's review the reason you are purchasing life insurance to make sure you are fully funding your need.
Is the death benefit you are considering sufficient, excessive, or adequate to fit your need?
How much of a premium payment can you afford? How long will the premiums allow the policy to last?
Already have a life insurance policy? Let's review the:
Does the reason you purchased the policy still exist? Do you no longer need the coverage or do you need more coverage?
Is the death benefit still sufficient or is it excessive? Let's discuss ways to satisfy your new death benefit protection needs.
Is your current premium enough to keep the policy going? Can you get the same death benefit for a lower cost by making a change?
Get a Life Insurance Review with Soren T. Christensen, CFP®, ChFC®:
Soren T. Christensen is the Manager and CEO of Advanced Wealth Advisors, LLC. He has over ten years of experience in the financial services industry and is a Certified Financial Planner™ – a designation that comes with extensive training in investment planning, retirement planning, estate planning, insurance, taxes, and employee benefits. Only 17% of all financial advisors in the industry can claim this distinction. As a result of his considerable experience and knowledge, Soren has been interviewed by many financial media outlets, including: CNBC, the Wall Street Journal, Financial Planning Magazine, and the Naples Daily News.
Soren represents clients across the country as a comprehensive investment, retirement, and estate planning advisor. His goals are to grow and preserve the wealth that will be used throughout his clients’ retirement as well as to reduce, to the greatest extent possible, the tax burden on that wealth when it is passed to the next generation.
Soren’s ultimate goal is to ensure that the possessions that comprise one’s life’s work—businesses, personal residences and property, and any savings or investments—are enhanced and protected during his clients’ lives and that they pass on to the next generation in their entirety.
How to schedule your Life Insurance Review
Click here to request your Life Insurance Review and one of our staff members will follow up with you shortly to schedule your appointment. Or call us at 239-455-1100 Mon-Fri 9 a.m. to 5 p.m.