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Life Assurance 360™

Life Assurance 360™ is a new program that evaluates your life insurance coverage and makes recommendations to ensure the strength and purpose of your policies aligns with your life needs and financial goals.

The program is built on four components:

Strength – working with select insurance companies who are financially strong and committed to their policyholders

Purpose – tailoring the structure of your insurance products to suit your needs and purpose

Unity – anticipating and managing the underwriting process to unify the theoretical plan design with the reality of your medical information

Assurance – ongoing maintenance of your plan to assure continuity and success

Through the Life Assurance 360™ process, you will receive expert and objective evaluation of your existing insurance products and recommendations, as necessary, about what steps you can take to better align and integrate those insurance products into your overall financial and retirement plans.

Read a sample Life Assurance 360 plan.

 

TOOLS FOR RETIREMENT:

R.I.S.K.

ARC

FOCUSED PLANNING

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TOOLS FOR ASSET MANAGEMENT:

Life Assurance 360

TOPS

THE TOLI EXPERT SYSTEM

THE CARES PROCESS

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To get started

To learn more about how Life Assurance 360™ can help you, download and complete the Life Assurance 360™ questionnaire below and then contact us to review it with you in at a no-cost, no-obligation consultation with Bob Clower. • EMAIL • 508-477-2775

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LA360LA 360 brochure

Download a pdf copy of the LA360 brochure to learn more about this program.

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LA 360 questionnaireLA 360 Questionnaire

Download the LA 360 questionnaire to help you get started

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Clower blueprintLA 360 Sample Blueprint

Download a pdf copy of a sample blueprint for Life Assurance 360

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Financial and Retirement Planning serving retirees
on Cape Cod and Eastern Massachusetts