Life insurance is one of the most over-sold and under-explained products in the industry. Most people have a policy they were sold rather than one they chose. Some are paying for coverage they no longer need. Others are uncovered in ways they would not expect. The questions below are the ones worth answering before you renew, replace, or buy anything new.

  • Does purchasing life insurance make sense for my situation?

  • Should I consider getting life insurance for my family?

  • What are the different types of life insurance?

  • Does life insurance on my kids make sense?

  • Is life insurance worth the cost?

  • How much coverage do I actually need?

  • I already have a policy but I have never fully understood it

  • Am I paying too much for the coverage I have?

  • Does my employer-provided life insurance give me enough protection?

  • The differences between converting, or replacing a policy

  • What happens to my work place policy if I change jobs or retire?

  • How do I make sure my beneficiaries are set up correctly?

If you want someone to read your existing policy line by line and tell you exactly what you have, The Clarity Session is the place to start. If you have a new policy or proposal in front of you and something does not sit right, The Second Opinion is the right call.

The first conversation is free. Thirty minutes, no presentation, no pitch.

Book a FREE first call

Clear View Financial Services provides financial education and coaching only. Nothing on this website or in any associated communication constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any investment product or service.

Kevin Dingle has held FINRA Series 6 and Series 7 registrations and Life and Health Insurance licensing. He is not currently registered as a registered representative or investment adviser representative. Clear View Financial Services is not a registered investment adviser, does not offer securities or investment advisory services, and does not provide personalized investment advice.

All information is general and educational only. Consult a licensed investment adviser, attorney, or tax professional before making any financial decision. Information you share is kept confidential except as required by law.

This website is not affiliated with or endorsed by FINRA, the SEC, or any other regulatory body.