Life Insurance Policy Review

Do you have the insurance coverage you need or are you paying too much? Find out now.

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.

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

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

Protect what matters most to you.

Request a complimentary insurance review and one of our advisors will contact you within one business day to schedule an appointment.

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 

Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

To read LPL Financial disclosures and agreements, please visit their site. To read the M&T Bank Cash Account Disclosure Booklet, please click here.

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.

The recommendation by M&T Bank of LPL is made pursuant to an agreement that allows LPL to pay M&T Bank for these referrals. This creates an incentive for M&T Bank to make these referrals, resulting in a conflict of interest. M&T Bank is not an investment advisory client of LPL. Please visit  for more detailed information.

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