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Is Your Insurance Doing All it Can For You?

  • Oppenheimer & Co. Inc.
  • September 29, 2020

A Comprehensive Review Can Help Make Sure it is

If you currently own a life insurance policy, your coverage, like all of your other investments, should be reviewed periodically to make certain it is in line with your financial goals for the future.

Oppenheimer utilizes a framework to help you review many different aspects of your current life insurance coverage. Using our consultative process, we will help you evaluate a policy in the following areas:

Policy Reivew
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Are your policies structured properly to address your needs?

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Are your policies performing as you expected?

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Does your life insurance reflect your financial and life goals?

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Are there other needs that were not previously considered?

Throughout the various stages of your financial life, your Oppenheimer Financial Professional will work to help recognize where you stand today, how you can work most effectively toward your objectives and ultimately how life insurance can assist in the transfer of your financial and personal legacy.


© 2020 Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges and Member SIPC. All rights reserved.

This brochure is intended for informational purposes only. The material herein has been obtained from various sources believed to be reliable but is not guaranteed by us as to accuracy or authenticity. All information provided and opinions expressed are subject to change without notice. No part of this brochure may be reproduced in any manner without written permission of Oppenheimer & Co. Inc. (“Oppenheimer”). Neither Oppenheimer nor any of its affiliates or employees provide legal or tax advice. However, your Oppenheimer Financial Advisor will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed. Investors should consult with their legal and/or tax Advisors before implementing any wealth transfer strategies. Securities are offered through Oppenheimer. Variable annuities are sold by prospectus only, which describes the risks, fees and surrender charges that may apply. Investors should consider the investment objectives, risk and charges of the investment company carefully before investing. The prospectus contains this and other information. You may obtain a prospectus from your Oppenheimer Financial Professional. Please read carefully before investing. Oppenheimer may receive compensation in the form of fees or commissions for services referred to and performed by our strategic alliance firms. However, Oppenheimer and the firms mentioned herein are completely independent of each other. Oppenheimer Life Agency Ltd. is a wholly owned subsidiary of Oppenheimer & Co. Inc. This material is not a recommendation as defined in Regulation Best Interest adopted by the Securities and Exchange Commission. It is provided to you after you have received Form CRS, Regulation Best Interest disclosure and other materials. Any payment guarantees are based on the claims paying ability of the insurance company. 3225612.1