Once you have an offer we’re all happy with, you can accept by signing on the dotted line. Congratulations! You now have life insurance. The insurance company will send you your policy and you’ve officially got yourself a contract.

We don’t just leave you here. We’ll stay in touch, checking in with you at least once a year to review your policy and send you an annual statement. We also want to make sure your life insurance continues to meet your needs over time; so please let us know of any big changes in your life – health, wealth, or otherwise (like if you move, have a kid, get married or divorced). We also always monitor what products are available on the market, so we may reach out if we find something that could better suit your needs.

Learn more about each step of the process by watching the full series here: