Leverage the Power of AiM Policy Review

Dan is the creator of the AiM Policy Review, which helps advisors and their clients maximize their life insurance policies. The process takes advantage of the latest innovations, products, and financial strategies available.

The three-step process can help evaluate your current policies. We provide agents and clients with guidance on the various and continual changes in the life insurance industry (interest rate changes, new health classifications, carrier ratings, etc.) and ensure that you are getting the most out of your life insurance policy and annuities.


Our agency will take an objective look at your policies, one by one. We review why the policy was originally purchased and if it still meets the financial objectives. We incorporate new obligations and goals in your life, along with other issues that affect your life insurance needs. We also make certain your policy performs as you planned, is not underfunded, and that it will be there whenever it is needed.



Once we have completed that analysis, we will help you compare the current policy to others available in the marketplace. We may find that it continues to be well suited to meet financial needs. But we often discover that the program can be improved by taking advantage of the latest innovations and improved pricing available in the industry. We will ensure that you are working with top rated carriers that are highly regarded in the industry. e4 Brokerage brings you access to the top-rated financial carriers, so we'll present comparisons that provide improved performance, not just lower premiums or increased coverage.



Your long-term financial interests are our top priority. We go beyond analysis and improvement of your policies and find ways to meet your goals for the future.


Request an AiM Review