Complimentary policy review

Send your group LTD certificate, an existing policy, or a quote from anywhere. A licensed advisor reads the contract and sends you a written summary in two business days.

What you receive

A one-page written summary of what the document covers and where the gaps are
The definition of disability quoted and explained
Cap, tax status, and portability spelled out in dollars
A plain recommendation, including "keep what you have" when that is the answer

What does not happen

No phone calls unless you ask for one
No follow-up sequence or newsletter sign-up
No quote unless you request it after reading the review

Documents are transmitted securely, stored in our CRM, and deleted on request. Privacy

Tell us what you have

Step 1 of 3

What would you like reviewed?

My employer group LTD certificate or summary An individual policy I already own A quote I received from another agent or carrier

Your profession

Upload the document

Drop your document here

PDF or photo of the certificate, policy, or quote. Up to 25 MB.

Choose a file

Anything specific you want checked? (optional)

No document yet? Continue and we will tell you what to request from HR.

Where to send the review

Name

State of residence

Used only to send your review and to confirm licensing in your state. No phone number required.