Policy Check

Courtesy Check

“We are happy to help with
a simple review of your quotes    or policies, our treat.“

Who We Help

Looking for a Simple Policy Review?

3 Reasons Why Courtesy Check® is Different

Deliverable

Fee

 

Looking for a Simple Policy Review?

For advisers who for some client cases prefer not to engage in the fully documented process of Policy Check and Annuity Check, Courtesy Check® is a responsible alternative.

Courtesy Check® includes the same oversight by a CERTIFIED FINANCIAL PLANNER™ and executive summary-style recommendation without the reports and extended narrative delivered by Policy Check and Annuity Check review services.

 

Products eligible include

  • Life Insurance

  • Long-Term Care Insurance

  • Disability Insurance

 

Other types of insurance like healthcare, property, and casualty, and business insurance is referred to other service providers, and are not part of the Insurance Whisperer services.

 

3 Reasons Why Courtesy Check® is Different

  1. Courtesy Check® follows the CERTIFIED FINANCIAL PLANNER™ Practice Standards with necessary exclusions and disclaimers. A CERTIFIED FINANCIAL PLANNER™ with multiple designations oversees the final report. This first point provides advisers with a higher level of a fiduciary process than having reviews completed by insurance licensed-only brokers or staff.

  2. Courtesy Check® can be transferred to the fuller Policy Check or Annuity Check process with relative ease, as needed by the Adviser.

  3. Courtesy Check® advisers are long time, honored academics and award-winning insurance planners. Our advisers’ strategies have been published in the national business and finance press and have been recognized as one of WORTH Magazines Top 250 Wealth Planners in the United States.

 

Deliverable

  • Summary of Findings

  • Recommendations

  • Suggested Process

 

Fee

No charge for clients referred by their professional advisors.

 
 
 
 
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Insurance Whisperer Assoc., LLC

2400 Camino Ramon Suite 175B

San Ramon, CA 94583

Tel: (925) 255-0700

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© 2018, 2019 Insurance Whisperer Associates, LLC.

Wealth Preserve®, Courtesy Check®, Premium Check®, Insurance Matters®, Trusted Values. Valued Advice.®, and A Better Way to Insurance® are federally registered in the United States Patent and Trademark Office.