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Insurance Review


You already own insurance.  We just want to improve it.  There have been significant changes in the insurance field over the last few years that have probably impacted your coverage.  If you and your agent have not had a serious talk about these changes, contact us today. 

Ask yourself if any of the following have happened:

  • Have the dividends on your whole life policy been reduced? 
  • Did you buy your term insurance more than 2 years ago? 
  • Were you issued a rated policy? 
  • Has the interest rate on your universal life gone down? 
  • Have your goals changed since you took out your coverage? 
  • Have you ever wondered if you should take the cash value out of your policy?

There are more reasons than these do an independent review of your policy.  We can only gain your business if we can help to substantially improve your current situation.

Please note: We are not looking to help you just a little.  If the improvement is insignificant, we will tell you that it is probably not worth the paperwork.  Helping make improvements in our clients’ policies are one of the ways we have built such a loyal following.

While we would like to offer our services to everyone, we first need to make sure that specific criteria are met. Please take a moment and look at the following questions. Please click here.


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Council Financial, Inc. is an Investment Adviser registered with the State of North Carolina. The information on this site is not, nor is intended to be,
investment advice, legal advice, or tax advice. The focus of our practice is in, but not limited to, NC, Wake County, Cary, Raleigh, and Apex. Information
provided on this site is only general in nature, and you should seek the advice of a properly licensed individual in your area regarding your specific situation.
Learn more about us at FINRA.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinatti, OH 45242 (513)794-6794.
Council Financial representatives are licensed to receive commissions from the sale of insurance and annuities in NC, OH, and FL.