Life Insurance & RetirementCOVERAGE REVIEW
Still covered for
the life you live?
Trade “I hope we’re covered” for a clearer picture of what your policies do—and where questions remain.
Request a consultationComplimentary · 30–45 minutes · In person or virtual
What matters to you?
Your life moved forward. Did your coverage?
A child, a home, marriage, or a new chapter can change who depends on you and what they need.
What to know
Compare today’s income needs, debts, caregiving, and beneficiaries with your current protection. Divorce, trusts, or legal agreements may require your attorney’s input. A review may confirm your existing policy still fits.
Know what you’re paying for.
Understand your benefit, premium, and key deadlines before a surprise forces a decision.
What to know
Review guarantees, renewal or conversion dates, loans, charges, and how long coverage is expected to last. For cash-value policies, separate guaranteed values from projections and check ongoing funding needs.
Changing jobs? Keep protection in view.
Find out what happens to life insurance through work before assuming it goes with you.
What to know
Employer coverage may end or change when employment ends. Continuation or conversion options can have deadlines and different costs. Compare them with individual coverage before deciding.
A review starts with what you already own. It may mean keeping your coverage, adjusting it, or exploring options—after understanding the tradeoffs.
A few useful answers.
Will I need to buy a new policy?
A review does not automatically mean replacing coverage or buying more. We’ll begin with your goals, your budget, and the benefits you already have.
What should I bring?
A general list of policies, benefits, premiums, and your main questions is enough for the first conversation. We can arrange an appropriate way to review documents privately.
Should I cancel while comparing options?
Keep existing coverage while you compare. Replacement can involve new underwriting, surrender charges, lost guarantees, and new exclusion or contestability periods. Understand and complete any appropriate replacement before ending a policy.
Less uncertainty. A clearer next step.
Talk with Marquis Anderson about what you want to protect. We’ll respond within 24 hours, including weekends.
Let’s talkGeneral educational information, not an individualized recommendation. Availability, eligibility, costs, benefits, and limitations depend on the insurer and contract. Texas life insurance guide. Please keep medical details, account numbers, and documents out of the website form.