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Now is the time to review your policy

At the Private Bank, working with wealthy families has given us valuable insights into their priorities and values. Wealth protection and preservation—and ensuring families are cared for no matter what happens—are almost always among their most important goals. Whether you seek protection for your business, your loved ones or both, life insurance can help give you peace of mind.

As times change, so do your needs. Listen to our Private Bank Wealth Strategist, Christopher Kelly, who discusses why a periodic review of your life insurance is an important component of a wealth plan checkup. 

A periodic review of your life insurance is an important component of a wealth plan checkup. Three questions can help you understand how it fits in and whether any updates are needed.

First, what was the primary purpose of using the life insurance policy to achieve your goals? For example, you may have had young children many years ago and purchased life insurance to protect their lifestyle or education goals if anything happened to you.

Second, has that purpose or intent for your existing life insurance policy changed over the years or since you reviewed it last with your advisors? Perhaps your children are now grown and on their own. In addition, you may have an asset base that has accrued to cover any lifestyle goals you may have.

And third, how does your life insurance policy work? What are the intricacies? What are the expected outcomes? If things have changed outside of your control, such as the economy or markets or interest rates, how has that affected the specific type of life insurance you own?

Once these three questions are answered and a discussion is taking place, you can decide on next steps and if anything needs to be changed to help you achieve your goals. When you're ready to review your life insurance policy and how that policy may fit into your future goals, please reach out to your JP Morgan team.

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Contact your J.P. Morgan team to discuss your life insurance policy

Is your permanent life insurance policy’s cash value still what you think it is?

Market volatility may impact the health of your life insurance policy. Here’s how U.S. clients can evaluate whether their policy might need a check-up.

Learn More

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LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

 

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer for key important J.P. Morgan Private Bank information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

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