You have spent many years building wealth and financial stability for your family.  We pledge to help you preserve that comfort level and mitigate/minimize the impact of unexpected turns of events.  To ensure we provide our clients with the best possible representation, Newman Asset Management has formed a relationship with a professional in the life insurance business with exceptional credentials and experience.  He is an attorney, Chartered Life Underwriter, Chartered Financial Consultant and was Senior Vice President and Trust Officer with a major Houston bank.  

When is the last time you looked at your Life Insurance policy?  Does hold the value today that you really think it does?  Many do not and policy holders are not even aware of it's decreasing value.  Don't be caught off guard...

Most homeowners have a mortgage.  If your mortgage was taken out in the past and the interest rate is 8%, you'd certainly want to know if it could be refinanced at a much lower interest rate, saving hundreds of dollars each month. 

A similar, but even more serious occurrence has transpired with life insurance policies.  Unfortunately, most policy owners are not aware of this because their agents have not gone over an "in-force" illustration each year to see what has happened since the original illustration.  You have the right to know exactly where you stand with regard to your policies.  Because of the increasing term cost, and the decrease in most cases of the interest credited, many thousands of older universal life policies, and even some of the new ones, may terminate even while paying the premiums called for in the original illustration. 

For your peace of mind, let us arrange a meeting at no charge for an analysis of your life insurance program.