A free insurance audit is a 20-minute review of your current coverage. We compare what you have today against what's actually available in the market — and tell you the truth, even if it means we don't make a sale.
Schedule My Free AuditPremiums vs. deductibles, network fit, ACA subsidy eligibility, coverage gaps.
Term length, death benefit adequacy, beneficiary structure, policy reviews.
Plan vs. supplement comparison, formulary changes, doctor network checks.
Current returns, surrender penalties, alternative principal-protected options.
Pick a time that works. We meet by phone, Zoom, or in person at our Des Plaines office on Lee Street.
Snap a photo or forward an email. We'll review confidentially before our call.
We send you a one-page audit showing where you're well-covered, where you have gaps, and what (if anything) we'd recommend changing.
If your coverage is solid, we'll tell you. If it's not, you'll know exactly what to fix — and what it would cost.
By calling the number above, you will be connected to a licensed insurance agent.