Financially Fit with Life Insurance

Life Insurance

We hear a lot today about the need to be, and benefits of, being physically fit, mentally fit and spiritually fit. If any one of these is out of sync it can create an imbalance which prevents us from being on top of our game. I’d like to suggest there is a fourth element to this very important equation and that is the need to be financially fit in order to fully realize life’s potential. So how do you get started on the road to financial fitness? Keep reading.

First of all, you will want to take stock of your current life situation, where are you in life’s pivotal moments (for example, just graduated, getting married, having a baby, buying a home, raising a family or retiring), where are you going next and who do you need to protect? That will lay the foundation for the ‘what’ and the ‘how’ you go about achieving financial fitness and insuring you have the necessary protection. While it sounds simple, it can be overwhelming. But not to worry, that’s where Pivot comes in. We are experts at helping people sort through these critical questions and help you become financially fit. A key ingredient in this financially fit recipe is life insurance. Life insurance can be available, at a reasonable cost, to provide the necessary protection for your family and your assets.

There are two ways with Pivot to get started:

· The first is to work with one of our licensed PivotCare team professionals. You can either email us at info@ or call us at 1-800-651-1953. We will work with you to determine your life insurance needs, apply with the right insurance carrier and stay with you until your policy is issued. You are under no obligation and your privacy is well protected.

· The second way you can get started is to utilize Pivot’s various needs assessment tools that help you determine your insurance need. These include tools like a needs assessment calculator and reverse insurance calculator, with a slider bar so you can see what life insurance coverage amount you could obtain at what cost to you. You also have the ability to generate quotes from ten of the insurance industry’s top carrier’s right at your fingertips. We also offer a blog, with articles written by our very own team and a learning center where you can obtain information on a variety of life insurance topics. Finally, you can actually get the process started on-line and track the status of your application every step of the way.

We are all about helping you achieve financial fitness and sometimes having a trusted advisor makes all the difference in the world. 

About the author:  Michele Cleary has been in the business for over 35 years and holds a CLTC designation. She believes that life insurance can give you and your family peace of mind, especially when you have other things to worry about. Michele now has 4 grown children and knows that proper planning is essential. You can reach her at 1-800-651-1953 or