Understand the coverage you already have.
A review helps you connect your current policies to today’s needs, rather than assuming an old policy or workplace benefit covers everything.
Request a Policy ReviewA conversation built around your needs.
We review the information you provide, explain questions to ask and identify areas that deserve closer attention.
A review does not obligate you to purchase or replace coverage. Any replacement should consider surrender charges, new underwriting, policy provisions and the benefits you may give up.
Questions worth asking
- What policies do you currently own?
- Are your beneficiaries and coverage amounts current?
- What changed in your family, work, home or goals?
What happens next?
Share what you would like help with through the client consultation form. Marquita will connect with you to discuss your needs and arrange the conversation. Submitting the form requests a consultation; it does not purchase coverage or confirm an appointment time.
Who would receive your policy benefit?
Understand primary and contingent beneficiaries and when to update your designations.
Read Beneficiary BasicsA few things you may be wondering
Does a review mean replacing my policy?
No. Understand your existing benefits first. A replacement can involve new underwriting, charges and loss of provisions.
What should I bring?
Policy summaries, beneficiary information and the questions you want answered. Avoid sending sensitive account or medical information through general email.
Bring your questions. Let’s make your next step clearer.
Understand the options that fit your responsibilities and budget.
Request a Policy Review