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South Florida

Life Insurance in South Florida

Life insurance and the planning around it: how much, what kind, for how long, and whether the policy you already have still does the job.

What this covers

  • Term and permanent coverage
  • Coverage needs analysis
  • Reviewing an existing policy
  • Beneficiary designations
  • Coordinating with an estate plan

Before you hire

Ask this of anyone you are considering for the work — including someone who is not a LEO member:

  • How much coverage do I actually need, and how did you arrive at that?
  • What happens at the end of the term, and what will it cost then?
  • Who are my current beneficiaries on record?

What's different in South Florida

Two things go wrong quietly. Beneficiary designations go stale after a marriage, a divorce or a death, and they override a will — so an out-of-date form can undo careful estate planning. And term policies bought in a hurry at a career start often expire exactly when a family still depends on them. A review takes an hour and is free at most agencies.

Is your industry the missing one?

Every unheld category is referral work leaving the room. Come to a lunch, meet twenty-three people, and decide afterwards.