The right to receive customized service appropriate to your needs:

Financial Integrity Pledge

Your customized financial products should fit smoothly into your overall financial plan, filling any gaps that may currently exist. This personalized financial strategy will incorporate your current life goals, needs and objectives.

What should you expect during your needs review from a financial advisor or insurance agent?

  • Defining your specific goals, needs and objectives.
  • Providing a suitable recommendation that meets your parameters.
  • If there is an existing financial product such as an insurance policy or mutual fund, outlining all the pros and cons of replacing that financial product if a replacement is called for.

This custom strategy and recommendation will form a foundation to communicate meaningful and responsive solutions.  This increases the likelihood that a financial product will be the best fit for you, providing optimal value, and it will be a financial product that remains in place which is a benefit for the financial consumer, the financial advisor and financial services company – a win all the way around.

The key to a successful financial plan is to remain flexible and to understand that things change.  Financial needs change over the years and you will need to adapt your financial portfolio and plan to meet those changes.

Below are some guides to reviewing your insurance. Resources for other financial products will be coming soon.


Choosing A Financial Advisor

Financial Advisor Research Checklist

Ten things you need to know about disability insurance

Top Ten Questions on Life Insurance

Blog posts, articles & media:  (click to view)


Informative Links and services:

Council on Disability Awareness: Calculate Your Personal Disability Quotient


GET READY! Be financially prepared!

  • Learn how to GET READY with risk protection for your financial life
  • Stay READY by maintaining your financial first aid kit
  • Keep up with the latest news on financial preparedness
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