Life Insurance Policy Review

Your insurance needs may change as you go through life’s stages. A regular review of your life insurance is important.

Why is it important to review your policy?

We understand that as your life changes through the years, so do your insurance needs. You may not be protected as well as you think you are, or you may find you can lower premiums without reducing your coverage. If you've had any type of major life event recently, now's the time to review your coverage.

Meet with an M&T Securities Financial Advisor at your local branch for a complimentary review of your life insurance policies.

Do you have the right insurance coverage? Are you paying too much?

During your review we'll find out more about your needs, and respond with simple answers to questions such as:

  • Has your coverage kept up with the changes in your life – such as a birth, marriage, divorce, new job or new home?
  • Are you paying too much for the coverage you have?
  • What other policy features and benefits should you be considering?
  • Do you know how your mortgage payments will be made if something were to happen to you?

Let us help guide you.

There's no cost or obligation and no reason to pass up this opportunity to find out if your current life insurance policies still fit your needs. Contact us today to schedule your review or find out more about a life insurance policy review.

 

 

The Insurance Policy Review program is offered at no cost to M&T customers, and you are not obligated to purchase insurance from M&T Securities, Inc. as a result of this service. A review may indicate that your insurance policy is performing as intended and that you should continue to review it on a regular basis. If this review reveals any underperformance or other challenges, your policy review report will contain specifics and we will explain what their impact might be. Your policy review report may also offer options to address the specific challenges uncovered by the review. Your M&T Securities Financial Advisor can assist you in exploring those options, or you are free to explore them with any other financial professional you choose.
The Insurance Policy Review program is offered at no cost to M&T customers, and you are not obligated to purchase insurance from M&T Securities, Inc. as a result of this service. A review may indicate that your insurance policy is performing as intended and that you should continue to review it on a regular basis. If this review reveals any underperformance or other challenges, your policy review report will contain specifics and we will explain what their impact might be. Your policy review report may also offer options to address the specific challenges uncovered by the review. Your M&T Securities Financial Advisor can assist you in exploring those options, or you are free to explore them with any other financial professional you choose.

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Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Lose Value​​​​​
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.
M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.
The content of this page is for informational purposes only. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. Please consult with the professionals of your choice to discuss your situation.
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