PERSONAL REASONS -Policy is more than 5 years old
-Positive health change (weight loss, quit smoking) -Home Purchase -Marital status -Career change -Change of Income -Education Costs -Retirement -Estate Taxes |
BUSINESS REASONS
-Co. Valuation -Health of Owners -Partner Protection -Exit Strategies -Succession Planning -Inheritance Tax -SBA Loan |
United Life Brokers |