Get your life insurance reviewed by someone who teaches how it works
Book a free meeting with Mark Quann to review a policy you already own, check a quote you've been given, or design the right policy for your plan.
Review a policy you have, or one you're considering
Many people own a policy they don't fully understand, or have a quote they aren't sure about. Mark will go through it with you:
- What you're paying, and what you get for it
- The costs, caps and floors inside an IUL, in plain English
- Whether the policy fits the plan you're building, or works against it
Design the right policy for you
Starting from scratch? Mark can help you design a policy around your goals, for example:
- An Indexed Universal Life (IUL) policy set up as a tax-free “family bank”
- Protecting your family while you build wealth
- Fitting a policy alongside the Buy, Borrow, Die strategy he teaches
How the meeting works
- Pick a time that suits you. The meeting is free and there's no obligation to buy anything.
- Have your policy statement or quote handy if you have one.
- When you book, please tell us which state you live in, so you're matched with an agent licensed there.
You'll meet with Mark or a licensed agent he works with. Depending on your state and needs, Mark may introduce you to another licensed agent, who may work with a different agency.
Learn first, if you prefer
Mark wrote a whole book on this: Top 25 Ways an IUL can Secure Your Financial Future. The free tax guide also explains how an IUL works, including the floor, the cap and the costs.
Insurance products are offered through licensed insurance agents. Mark J. Quann is a licensed insurance agent, NPN 8601235, licensed in 42 states. Depending on your state and needs, Mark may meet with you himself or introduce you to another licensed agent, who may work with a different agency and will provide their own licensing information and disclosures. Agents are paid commissions by the insurance companies whose products they sell, and Mark may share in the commission on policies placed through a referral. By booking, you agree that Mark may share your details with a licensed agent to help with your request. Not all products are available in all states. A meeting is educational and does not obligate you to buy anything. Insurance services are separate from The Perfect Portfolio courses, which are education only.