Jim McGuigan

What's your idea of financial security?

 
 
Jim McGuigan
630-851-0620
Naperville, IL
 
Tuesday, October 21, 2014

What is an Insurance and Financial Review?

With the right guidance, most families can build a financially secure future.

That’s why I offer an Insurance and Financial Review. It’s a no-cost, no-obligation service that gives you the opportunity to create a tangible financial security plan that fits your life.

I’ll address your immediate needs, offer meaningful solutions, and help you create a plan that fits your future. An Insurance and Financial Review lets you ask questions about all your current policies – whether issued by COUNTRY or not.

We’ll also discuss any changes in your life, and the options you have for making sure your plan keeps up with those changes. You can count on me to give you straightforward and down-to-earth answers. And you’ll always receive the personal service and comprehensive expertise you deserve.

During an Insurance and Financial Review, you can expect to discuss general issues like:

  • Are you receiving all the discounts you qualify for?
  • Are there gaps in your coverage or overlaps that are costing you money?
  • Have you gone through major life changes (like marriage, children, retirement) in the past year?

 

We’ll also dig deeper into more specific topics like:

 

  • Are your auto policy’s liability limits too low?
  • Are your home possessions insured at their correct value?
  • Do you know how long your savings will last after retirement?
  • If you become sick or injured and can’t work, how much income will you need per month?
  • Where would the money come from if you need to stay in a nursing facility or require home care?

An Insurance and Financial Review is a valuable service, and there’s no cost.  

I’m committed to working with you every step of the way to help you stay on track to reach your financial security goals. Call me today to set up a review.

 

Policies issued by COUNTRY Life Insurance CompanyŽ, COUNTRY Investors Life Assurance CompanyŽ. COUNTRY Mutual Insurance CompanyŽ, COUNTRY Casualty Insurance CompanyŽ, and COUNTRY Preferred Insurance CompanyŽ, Bloomington, IL. Coverage not available in all states. Read our full disclaimer.