Sheridan Wealth Advisors
www.sheridanwealthadvisors.comWe review old, underperforming life insurance policies, expensive long-term care policies, old, high-fee annuity contracts and replace them with new, better and guaranteed alternatives. We shop the market nationwide among A+ carriers and deliver results that have seen us realize over $198,000,000 in additional client benefits. FORENSIC REVIEWS OF LIFE INSURANCE® How Sheridan Wealth Advisors can lower your premiums or increase the benefit of your Whole Life, Universal Life, Variable Universal Life or Survivorship Universal Life policy by 30% to 70%+. FORENSIC REVIEWS OF ANNUITIES™ Decades old annuities look like flip-phones in a SmartPhone world: Guarantee against market losses. Guarantee lifetime income. Fees Eliminated or Lowered. FORENSIC REVIEWS OF LONG TERM CARE™ Learn How to Include Fixed Rate Long Term Care Benefits in Your Portfolio. (And get money back if you don't use it). FORENSICS REVIEWS OF LIFE SETTLEMENTS® We do the heavy lifting when selling your life insurance policy to maximize market value. FORENSIC REVIEWS OF IRAs™ Learn how new strategies, new products and regulatory changes affect your IRA. FORENSIC REVIEWS OF RISKS TO RETIREMENT PLANNING™ In retirement planning, we identify 3 critical risks that have a substantial impact on lifetime income and financial security. We have strategies to eliminate those risks and increase income, net worth and security. Please visit our Website to learn more!
Read moreWe review old, underperforming life insurance policies, expensive long-term care policies, old, high-fee annuity contracts and replace them with new, better and guaranteed alternatives. We shop the market nationwide among A+ carriers and deliver results that have seen us realize over $198,000,000 in additional client benefits. FORENSIC REVIEWS OF LIFE INSURANCE® How Sheridan Wealth Advisors can lower your premiums or increase the benefit of your Whole Life, Universal Life, Variable Universal Life or Survivorship Universal Life policy by 30% to 70%+. FORENSIC REVIEWS OF ANNUITIES™ Decades old annuities look like flip-phones in a SmartPhone world: Guarantee against market losses. Guarantee lifetime income. Fees Eliminated or Lowered. FORENSIC REVIEWS OF LONG TERM CARE™ Learn How to Include Fixed Rate Long Term Care Benefits in Your Portfolio. (And get money back if you don't use it). FORENSICS REVIEWS OF LIFE SETTLEMENTS® We do the heavy lifting when selling your life insurance policy to maximize market value. FORENSIC REVIEWS OF IRAs™ Learn how new strategies, new products and regulatory changes affect your IRA. FORENSIC REVIEWS OF RISKS TO RETIREMENT PLANNING™ In retirement planning, we identify 3 critical risks that have a substantial impact on lifetime income and financial security. We have strategies to eliminate those risks and increase income, net worth and security. Please visit our Website to learn more!
Read moreCountry
State
Florida
City (Headquarters)
Miami
Industry
Employees
1-10
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
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Ertc Director
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