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SERVICES/FEES
Try The Truth Consultants
We Don't Sell Life Insurance. We Help You Save The Policies You Already Own.

 SERVICES

Try The Truth Consultants specialize in helping individuals review their cash value life insurance policies,
talk with the life insurance companies or advisors on your behalf  and outline steps that you can take to maximize the potential of your policy at this time.

We believe that most Cash Value Life Insurance policies are at risk of faling (lapsing).  Please help youself and your loved ones by learning about this problem before it's too late.  We encourage everyone with a Cash Value Life Insurance policy to have a free consultation with us. 

If your advisor or company hasn't contacted you recently or ever about this issue please set up a consultation and even if you are aware of the issue (which most people are not) we encourage you to talk with us.  Who knows?  You might learn something new. 

FEES

We are a fee-only advisory firm.  What that means is that we do not receive any commissions for products sold.  We receive hourly fees paid by our clients.

 FREE CONSULTATION

Prior to our meeting:

  • Client sends us a copy of their reprojection(s)    and a completed client profile questionaire (via FedEx, USPS, UPS, or fax).  Note:  We will provide you the client profile questionaire, as well with instructions on how to request a policy reprojection from your company,           
  • We review the reprojection(s) and make a list of observations and questions.

During our meeting (either over the phone or face to face):

  • Together we will review the reprojections, go over our list of questions and observations.  Try The Truth Consultants will point out positives, negatives, and options of your policy.

  • At the end of our meeting we will discuss if and how we can help you meet your goals.  We will discuss the time it will take to create and implement solutions, as well as what types of fees that would be involved.

  • Click Here for a Free Consultation

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SERVICES FOR A FEE 

We Help you:

  • Develop options for you to implement for your policy.
  • Talk with your other advisors and companies, such as lawyer, CPA, etc. on options and how they fit in your overall situation. 
  • Implement the strategies you choose.
  • ASK THE RIGHT QUESTIONS AND UNDERSTAND WHEN THE ANSWERS ARE REASONABLE AND TRUE AND WHEN THEY ARE NOT!!!   

      Note:  It is relatively straightforward to determine if your policy is failing, but there are many solutions depending on the person, their goals, and the health of the policy.  That is where our expertise comes in. 

 

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