Policy Review & Rescue (Free)
A free checkup to make sure old policies still fit new goals—keep, fix, or replace with confidence.
Policy Review & Rescue | CGJ Financial
Don’t Leave Your Coverage to Chance.
Here’s what most people don’t realize:
Many insurance policies are outdated, overpriced, or under performing.
Families pay for coverage that no longer fits their needs.
When life changes, most plans don’t change with it.
That’s where Policy Review & Rescue comes in. We dig into your current coverage, find gaps, and optimize your plan—so you’re not overpaying for protection that won’t deliver when you need it most.
Schedule Your Free Call or call +1 (512) 961-3525.
Who This Is For
Families with existing policies they haven’t reviewed in years.
Anyone who suspects they’re overpaying for coverage.
People who want confidence their protection is actually working for them.
Take Action
Your family’s security is too important to leave on autopilot.
Policy Review & Rescue | CGJ Financial
Don’t Leave Your Coverage to Chance.
Here’s what most people don’t realize:
Many insurance policies are outdated, overpriced, or under performing.
Families pay for coverage that no longer fits their needs.
When life changes, most plans don’t change with it.
That’s where Policy Review & Rescue comes in. We dig into your current coverage, find gaps, and optimize your plan—so you’re not overpaying for protection that won’t deliver when you need it most.
Schedule Your Free Call or call +1 (512) 961-3525.
Who This Is For
Families with existing policies they haven’t reviewed in years.
Anyone who suspects they’re overpaying for coverage.
People who want confidence their protection is actually working for them.
Take Action
Your family’s security is too important to leave on autopilot.
Full Policy Review
We comb through your coverage to find strengths, weaknesses, and hidden gaps.
Full Policy Review
We comb through your coverage to find strengths, weaknesses, and hidden gaps.
Full Policy Review
We comb through your coverage to find strengths, weaknesses, and hidden gaps.
Rate Rescue™
If better pricing or benefits are available, we’ll show you—and help you switch if it makes sense.
Rate Rescue™
If better pricing or benefits are available, we’ll show you—and help you switch if it makes sense.
Rate Rescue™
If better pricing or benefits are available, we’ll show you—and help you switch if it makes sense.
Ongoing Optimization
Annual reviews to keep your coverage aligned as life changes.
Ongoing Optimization
Annual reviews to keep your coverage aligned as life changes.
Ongoing Optimization
Annual reviews to keep your coverage aligned as life changes.
Why Families Choose CGJ Financial
We don’t just sell policies—we fix them.
Here’s how we do it differently:
We review your current plan before recommending anything new.
We explain options in plain English—no jargon, no sales tricks.
We place you with trusted carriers like American National, North American, Ameritas, Mutual of Omaha, SBLI, Corebridge, and more.
We review every year so you’re never stuck with outdated coverage again.
That’s why 1K+ families already trust us—and why you’ll feel confident knowing your protection is always in good shape.
The Bottom Line
Old, outdated insurance could be costing you thousands—or leaving your family exposed.
Policy Review & Rescue ensures your coverage actually works when you need it most.
Schedule Your Free Consultation or call +1 (512) 961-3525 today.
Because the wrong plan can cost more than just money.
FAQs
Why should I review my policy?
Because life changes—and if your coverage hasn’t kept up, it may not protect you fully.
How often should I review?
At least once a year. That’s why we include Rate Rescue™ as part of every plan.
Will you recommend replacing my policy?
Only if the math shows it’s clearly better for you. Otherwise, we’ll help optimize what you already have.
Does this cost me anything?
No—the review is free. You only pay premiums for the coverage you keep or switch to.
Why Families Choose CGJ Financial
We don’t just sell policies—we fix them.
Here’s how we do it differently:
We review your current plan before recommending anything new.
We explain options in plain English—no jargon, no sales tricks.
We place you with trusted carriers like American National, North American, Ameritas, Mutual of Omaha, SBLI, Corebridge, and more.
We review every year so you’re never stuck with outdated coverage again.
That’s why 1K+ families already trust us—and why you’ll feel confident knowing your protection is always in good shape.
The Bottom Line
Old, outdated insurance could be costing you thousands—or leaving your family exposed.
Policy Review & Rescue ensures your coverage actually works when you need it most.
Schedule Your Free Consultation or call +1 (512) 961-3525 today.
Because the wrong plan can cost more than just money.
FAQs
Why should I review my policy?
Because life changes—and if your coverage hasn’t kept up, it may not protect you fully.
How often should I review?
At least once a year. That’s why we include Rate Rescue™ as part of every plan.
Will you recommend replacing my policy?
Only if the math shows it’s clearly better for you. Otherwise, we’ll help optimize what you already have.
Does this cost me anything?
No—the review is free. You only pay premiums for the coverage you keep or switch to.
1k+
Insured
Personalized Coverage
Right-sized design around your income, mortgage, debts, and goals—no fluff.
Personalized Coverage
Right-sized design around your income, mortgage, debts, and goals—no fluff.
Plain-English Guidance
Side-by-side options, transparent pricing, and a human advisor.
Plain-English Guidance
Side-by-side options, transparent pricing, and a human advisor.
A-Rated Carrier Access
Placement through respected carriers; we negotiate, you decide with confidence.
A-Rated Carrier Access
Placement through respected carriers; we negotiate, you decide with confidence.
Ongoing Service
Quarterly/Annual reviews, policy rescue when better options appear, and claims support.
Ongoing Service
Quarterly/Annual reviews, policy rescue when better options appear, and claims support.