“Leave no stone unturned.” – Euripedes
The Ancient Greek playwright, Euripedes, once told a tale about two opposing generals. The first general, who was rich, decided to bury his treasure before a great battle. Unfortunately for him, the second general was victorious and decided to take the treasure for himself. Unable to find it, he asked the Oracle of Delphi, who counseled him to “leave no stone unturned” in his search. This the victorious general did, and soon returned home a very wealthy man.
Why am I telling you this story? Because if there’s one thing I’ve learned in my 30+ years as a financial advisor, it’s this: when it comes to getting the most out of your finances, it pays to leave no stone unturned. You never know what opportunities you might find.
That’s especially true when it comes to insurance. Over the years, I’ve reviewed many of my clients’ insurance policies. It’s not the most enjoyable part of my job, but I do it because I’m committed to leaving no stone unturned. And do you know what I’ve found?
Many people don’t get all they can out of their insurance benefits, and pay more than they have to for what they do get!
So ask yourself: if you could increase your insurance benefit and/or reduce your monthly payments, would you want to know?
If you’re like most people, the answer is an enthusiastic YES. But you can’t rely on insurance companies to contact you about it. The only way to know whether that’s possible is to leave no stone unturned.
Fortunately, you don’t have to turn those stones over by yourself. I would be happy to sit down with you to review your old insurance policies—whether they’re life, disability, long-term care—to see if they can be improved. Many can be worth keeping but over the years you may have forgotten why. Some aren’t worth it and we need to identify those and take the right action. It doesn’t take very long, and the rewards from doing so could last a lifetime!
I am happy to sit with you and guide you through the process, simply give me a call and say, “I want to leave no stone unturned!”
Note: Investors should carefully consider the charges and fees associated with a new insurance policy as well as any costs that may be associated with surrendering the current policy.
