PERSONAL REASONS -Policy is more than 5 years old
-Positive health change (like quitting smoking) -Recently purchased a home -Marital status -Career change -Change of Income -Education Expenses -Phase of Life (Accumulation/Protection) -Retirement -Inheritance/Estate Taxes |
BUSINESS REASONS
-Net Worth of Company -Health of Owners -Turnover of Employees -Status of Previous Agreements -Partner Protection -Exit Strategies -Succession Planning -Inheritance Tax -SBA Loan |
United Life Brokers |