Complimentary Insurance Review
Simple. Strategic. Stress-Free Protection.
Your insurance should work as hard as you do:
Life moves quickly — and it’s easy to lose track of insurance policies you’ve picked up over the years. Whether it’s life, disability, critical illness, health & dental, or employee benefits, your coverage may be outdated, overpriced, or overlapping.
At Castlemark Wealth Management, we make it easy to cut through the clutter and ensure you’re protected efficiently — without wasting money.
eliminate
overlaps
Stop overpaying for coverage you don’t need.
Adapt to
Life Changes
Marriage, children, career moves? Your insurance should reflect where you are now.
optimize
estate planning
Ensure your policies support your legacy and minimize tax exposure.
align with
retirement goals
Use permanent insurance or annuities strategically as part of your wealth plan.
Discover why it matters:
• Beneficiaries are outdated and don’t reflect your current wishes
• You’re paying too much in premiums for too little benefit
• Coverage gaps leave you exposed to risk
• Employer benefits have changed without your knowledge
• Missed tax and retirement planning opportunities
How it works
share your info
Send us your policies and employee benefit booklet (if applicable) and complete a short, secure intake form.
WHAT YOU NEED: Details pertaining to your current coverage.
we complete a detailed review
Our licensed financial planners and insurance specialists assess your entire insurance picture.
WHAT YOU GET: A clear, consolidated view of your insurance coverage.
You get clarity
Receive a clear summary with actionable recommendations (only if needed).
WHAT YOU GAIN: Confidence in knowing your plan supports your life, legacy, and long-term goals.
Ready to Take the Guesswork Out of Your Insurance?
Let us show you what you really have — and how to make it work harder for you.