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To Help Re-issue Your Life  Insurance or Annuity Tax-Free!

Information Site

Information: Rates have never been lower and risks have never been higher!

FREE REVIEW SERVICE NOW AVAILABLE

 Ratings are falling on the Pru!

WHY YOU SHOULD USE THIS SERVICE:  We're not picking on Prudential.  We could bring up the good hands people too. We just want to use them as an example based on this 100 year old card advertisement. If your policy is issued by Prudential (for example only), then why would you want to call your prudential agent, especially if they haven't already contacted you and told you the rock may have a slight crack... 

Now, if he or she has already contacted you and told you that PRU is on the list for TARP funds and that everything is going to be O.K. -- in that case, just ask for that guarantee in writing and for a personal pledge of your agents' assets or a bond to cover this verbal guarantee.  Yes, the phone is going to go click if you do that. Try it first with your current carrier if they are on the TARP list.  Then use our contact information below...after your intelligence has been insulted.

What do I get if I submit my information?

The answer is a confidential report on the ratings of your carrier or carriers, a spreadsheet printout of all policy data that includes tax analysis that you can share with your accountant before proceeding with a change.  (1035 Exchanges make the accountant review optional since you defer any taxation of cash values in a policy exchange).  This review and final report has a cost factor but it is free to you.  A representative of our firm, or an associated firm will then contact you to present the report to you and assist you in any changes desired. 

Remember:  There is no cost and no obligation to make any changes!!!

But also remember:  If our firm is the first to tell you about a problem area, and you desire a change with your local agent, we ask for the courtesy to assist you instead because of the time involved in your study and other cost factors we have incurred.  We hope that is fair enough. Still no obligation, but a professional request to work with the firm who gave you information first.


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Don't Pretend You Don't Have A Problem...Register for Our Free Review Today!

Ignoring the Problem Doesn't Make it Go Away!

Life Policy Analysis Registration Form

 

I agree to submit my information for review at no cost or obligation.

Email Address:  (Required)
State of Residence   (Required)
Full Name:
Phone Number: (Optional but recommended)
   

Don't Be Chained To A Bad Policy or Company

 

Below, briefly state any additional information on your current life policy/ies, values, loans, etc. If you are no longer in good health, please give details.  If you quit smoking or started smoking after the issue date of your current policy/ies, please state that too. If your heath has improved since your policy/ies were issued, again, tell us that as well. Lastly, be sure to include information on the name of your current carrier(s) and what type of plan(s) you now have.

Your Policy Details:

 

Free Report On Why AIG Is Too Big To Fail. Bonus: Upon registration, we will automatically direct you to a free report on why AIG is too big to fail.  It will help open your eyes up!!!

After Your Registration, Please Read This:

PROCEDURE TO SUBMIT YOUR FILES FOR A FREE PROFESSIONAL REVIEW

Financial Strategies, Inc. is an Arizona corporation licensed as an insurance broker under license Arizona License # 3777 and an Arizona Certified Legal Document Preparation (AZCLDP) firm also licensed under Certificate # 80738. Additionally, the firm is a registered IRS tax preparation firm under # P00281346. Our free review service will be a simple accounting of your current plans and features in each life insurance or annuity policy or contract that you now have.  Though there is no cost or obligation, there may be a proposal of alternatives presented to you to consider and either our firm or our affiliates around the country will be in touch with you to present these alternatives, answer any questions you have, and if you desire to re-issue your coverage, help you in that process as well.

The procedure to get things started is to image your contracts the best you can and convert them electronically into a PDF or .jpg type file that you can send by E-mail attachment so we can access the information without having to cause extra trees to be cut down for those still using paper faxes, or who feel a paper print out is necessary.  It is not. If you have any questions on how to prepare a PDF or .jpg photo image from your scanner, please write us and we will send you instructions.

Download our required Release and Data Worksheet Here

THEN SEND ALL DATA FOR US TO REVIEW TO:

E-mail:  service@webfsi.com

Note: We prefer you don't mail us originals or even copies if at all possible. But, if this is necessary, we will accept mailed documents. Please call us to discuss the best method and to obtain our mailing address.

Questions?  Call us free: 1-800-782-2806

Still not convinced a review or re-issue is needed? Visit the Life Insurance Funeral Home - CLICK HERE!

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