Insurance Policy Review

Josh Nowack

January 27, 2016

Most people who purchase life and/or disability insurance policies have excellent intentions.  They want to protect their loved ones, lessen estate/gift taxes, enhance retirement income and lower income and capital gain taxes, among other reasons.  Unfortunately, after they make the initial purchae, they put those policies in a file cabinet and the annual statements end up in the "round file."

In life, situations change and often so do our priorities.  When our priorities change, so do our needs.  Change has a ripple effect that touches many aspects of our lives, especially our finances.  Have you recently experienced any of these life changing events?

  • Marriage
  • Birth / adoption
  • Purchase of a new home
  • Receiving an inheritance
  • Change jobs
  • Increase (or decrease) in debt


Your insurance coverage should be reviewed annually to ensure that you are in the right product with the right company at the right price.  All that is needed is a completed authorization form.  We believe an annual insurance review is part of keeping your financial house in order.  Contact our office for the authorization form.  


Back to List

Client Center

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Go Mobile!

...and get what you need, when and where you need it!


How to drive your business into the ground

Josh Nowack

January 7, 2017

From time to time, clients will ask me to check out investment opportunities.  And for avoidance of doubt, I do so not to recommend an investment and certainly not to sell investments....


Phone: 949-354-5495 • Fax: 949-354-5486