You’ll get a spreadsheet that shows the comparison. Then, when appropriate, our in-house underwriters aggressively negotiate to get multiple carriers to compete for your business.
To qualify, you should:
- Own a WL, VUL, UL, or SUL policy with a face value of at least $500,000.
- Have owned the policy for at least 10 years.
- Be in relatively good health for your age.
It is important that you read and understand the risks and benefits associated with all insurance products recommended by Sheridan Wealth Advisors before you decide to purchase a new insurance product or replace an existing one.
We at Sheridan Wealth Advisors encourage you to do your homework and ask as many questions as you want before deciding to purchase or replace an insurance product.