FINRA's BrokerCheck

Risk Management & Insurance

Is it time for a life insurance check-up? Life insurance products are financial products and their performance may or may not be keeping pace with changing economic times.

Your life insurance policies may be at risk. Everyone who owns a life insurance policy should subject it to Performance Review on a regular basis. In less than a decade, interest rates dropped to historic lows and have yet to recover, the stock markets remain highly volatile and the bond markets continue with rather anemic returns. These conditions have seriously affected cash values, policy dividends and the adequacy of scheduled premiums. The result is widespread policy underperformance.

Underperforming policies may not meet your planning objectives and, worst case, your policies could lapse. Rehmann's team considers and balances the needs of your family and your business in developing risk management options that align with your short-term needs and long-term goals.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Insurances Services offered through Rehmann Insurance Group.

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor.