IS YOUR POLICY ALIGNED WITH YOUR LIFE GOALS?

Insurance is not everyone’s favorite topic and in the day-to-day business of your life, it is easy to stay with what is familiar rather than focus on the changes in your own circumstances.

In addition, the life insurance industry is going through fundamental changes in product development and pricing. Advances in medical care, longer life expectancy, and changing economic conditions are greatly altering the performance of life insurance policies. Important medical improvements continue to dramatically reduce premiums even in the event of difficult medical issues.

A periodic review of your life insurance policy can validate your current plan or uncover new opportunities for substantial improvements. That’s why we developed a concise tool, The Policy Alignment ReportTM to deliver the information you need to protect your family. With only a few minutes of your time, we can listen, evaluate, and if appropriate, re-align your policy with your current goals. All in a way that is understandable and predictable.


Register for a policy review today

"The Bishop Company consistently provides great client service; complete understanding of a complex topic and creative life insurance solutions."
Peter A. Bailey
CFO
Jones, Lang and LaSalle

New Tax Law
Creates Opportunities

With the passage of the new tax law, Congress has created significant opportunities to improve existing planning strategies.These 'game-changers' include:

  • Crummey Powers Administration
  • Private split-dollar arrangements
  • 2010 GST year-end gifts
  • Qualified plans
  • Premium financing

We've put together a document that highlights the tax law changes with important implications for planning strategies. We encourage you to download the PDF and contact us with any questions you might have.

“Prosperity is a great teacher; adversity is
a greater.”

– William Hazlitt