Complimentary Insurance Policy Review
A complimentary look at your current life insurance coverage and the questions worth asking about it.
Choose your next conversation
Let's put a time on the calendar.
Each conversation has a different purpose. Choose the one that fits where you are right now.
One-on-One Financial Needs Analysis
Walk through a Financial Needs Analysis and identify priorities for protection, debt, savings, and long-term goals.
Financial Wellness Workshop Planning Session
Plan a financial education workshop for your workplace, organization, or community group. We will discuss the audience, goals, format, and next steps.
Financial Stewardship Workshop Planning Session
Plan a faith-centered financial stewardship workshop for your church or ministry. We will discuss your audience, goals, format, and next steps.
Become a Money Clinic Colleague
Learn what the Money Clinic business involves, how colleagues are trained, and whether the opportunity fits your goals and season of life.
A complimentary review or analysis does not require a purchase. Business opportunities involve qualifications and may include costs; results and earnings vary.
A few common questions
Before we meet
What should I bring to a policy review?
For a complimentary life insurance policy review with Money Clinic AG, bring your current policy or coverage summary if you have it. Helpful details include the coverage amount, premium, policy type, beneficiaries, and any questions about what your policy does or does not cover. If the paperwork is not handy, we can begin with a conversation about your goals and follow up on the details later.
What happens in a Financial Needs Analysis?
In a one-on-one Financial Needs Analysis, Aaron Gray Sr. starts with your goals and your current financial picture. The conversation can cover income, debt, protection, savings, and long-term priorities so you can see where you stand and which questions deserve attention. It is a starting point for education and planning; you decide whether to take any further steps.
Can I invite a group?
Yes. Money Clinic AG can help plan a Financial Wellness Workshop for a workplace, organization, or community group, or a Financial Stewardship Workshop for a church or ministry. In a planning session, we discuss your audience, the financial topics they need, the format, and next steps before scheduling an event.
Will I be asked to buy something?
No. A complimentary insurance policy review or Financial Needs Analysis does not require a purchase. If a product or service comes up, you can ask questions, review the details, and decide whether it fits your needs and budget. You remain in control of the next step.