You bought the policy.
Then you got busy.

A 20-minute conversation about the insurance you already own. What you have, why you bought it, and whether it’s worth taking a closer look.

Book 20 minutes with Brian No pitch. No pressure.

Most owners can name the carrier. Fewer can explain the coverage.

You put insurance in place at some point. Maybe it was for your family. Maybe a partner, a bank, a buy-sell agreement, or an estate plan. It made sense at the time, and then you went back to running the business.

Since then the company has changed. So has the family, the balance sheet, and probably the partnership. The policy has been sitting there the whole time, doing whatever it was set up to do, and nobody has looked at it in years.

That is not carelessness. That is what happens when your attention belongs to the business. But it does mean a lot of owners are paying for something they cannot fully explain, and that is worth twenty minutes.

Who this is for

This is built for you if:

You own life insurance or business-related insurance
Beyond the obvious, you are not sure what problems it solves
You are not certain whether you still need it, or still need to be paying for it
Your business, your family, or your partnership looks different than it did when you bought it

If you can name your carrier but not your coverage, you are exactly who we had in mind.

A conversation, not a presentation.

01A plain-language discussion about your insurance and whether it still matches your business and family needs today
02Whether your policy deserves a closer look, and what that would involve
03If a deeper review makes sense, we will tell you what that looks like and you can decide. No pressure.

Bring whatever you have.

A statement, a policy number, an in-force illustration, an old email from your agent describing the policy, or just the name of the carrier. If you cannot find any of it, come anyway. Helping you figure out what you have and how to get the documents is part of the job.

Why we do this

We will be straight with you about it.

Twenty minutes tells us both something.

You leave with a greater understanding of the insurance you already own and a sense of what it is like to work with Vero. We get a sense of you, what matters to you, and whether working together makes sense.

Think of it as taking us for a test drive.

We have been doing this for more than thirty years, so this is not a heavy lift on our end. There is no pitch waiting at the end of it. If there is a next step worth taking, we will name it. If there is not, you will still know more than you did when you started.

Brian Rosenbaum, CFP®

President and CEO of Vero Advisory

Book your 20 minutes

Tell us how to reach you and we will be in touch. You will get a confirmation from our team with everything you need.

The Insurance Audit

You bought the policy.Then you got busy.