Advisor Update | September 1, 2020
Life Insurance Awareness Month (LIAM) is here!
Share this client-friendly video as a reminder that the best things in life are the people we love and to protect them through life insurance.
In a recent study, clients were asked what they value most in a financial professional. Learn what they said here.
Symetra is now offering clients an opportunity to purchase up to $1 million in extra Protector or Accumulator IUL coverage without full underwriting. To learn more about this program, click here.
Most long-term care insurance policies provide coverage for services received at home, in an assisted living facility or in a nursing home. But, there could be differences how and when benefits will be paid. Learn more here.
You have many choices! Click here for all the
carrier programs, focused on the fluidless aspects
of accelerated underwriting. 
Labor Day
Holiday Hours
In honor of Labor Day, our office will close at 2:30 pm EDT on Friday, September 4, 2020, and will be closed on Monday, September 7, 2020. We'll resume normal business hours on Tuesday, September 8, 2020. Wishing you a safe holiday weekend.
460 Hillside Avenue Needham, MA 02494  
T 781.449.6800   F 424.298.4318