POLICY REVIEW SERVICES

Is Your Policy Still Performing as Originally Planned? Is it Still the Right Policy for the Next 10-30 Years?

  •  We help customers understand and analyze the policies they purchased years ago to make sure they are still performing under expectations.

  • Understand market values for a life insurance policy beyond what is reflected in the Annual Policy Statement​​

  • Will your policy allow the death benefit to be used for long term care services?

  • Evaluate options for liquidity when surrendering and/or restructuring a policy.

  • Understand the insured(s) life expectancy when analyzing premium cash flow and/or death benefit assumptions. 

Harbourside Wealth Management

96 Shaker Road

East Longmeadow, MA

Call us at 413-224-2488

Gary W. Lavallee, ChFC is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. Located at 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Harboursldewealth Management and Wealth 2K are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Gary Lavallee is registered In MA, CT, FL, TN, AZ., VT, VA and MD.

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