Service · included
Your advisor is still there after you enroll
Most agencies finish when you sign. We don’t. We review your coverage every year and when your life changes, and help with adjustments without the paperwork.
What happens after I enroll?
Your advisor contacts you at least once a year to review your coverage and whenever your life changes: a move, marriage, a new baby, a job change or retirement. They also help with adjustments, renewals and pending documents, at no cost to you.
· Reviewed by Davey Selva, licensed producing agent (NPN 18969537), Aion Insurance Group Corp
Is it for you?
Who this service is for
Annual coverage check-up
We reach out every year, or more often if needed, to review your plan.
Life-event monitoring
Marriage, a child, business growth or a home purchase tell us when to update.
A relationship with a real person
A human advisor, not just a call center or an online portal.
We do the heavy lifting, you decide
- Gap and overlap analysis across your policies
- Solutions for aging parents, a new business or college-bound kids
- Add-on recommendations when your situation changes
- Easy policy adjustments without complicated paperwork
- Help with renewals and pending documents
- A direct line for questions after you enroll

How it works
From your first call to your annual review
We talk
A short call to understand your situation.
We compare
We show you real options and how they differ.
We enroll
We complete the application with you.
We follow through
Annual review and help when something changes.
Key dates
Keep the dates in view
Three months before your 65th birthday, your birthday month and three months after.
Review or change your plan for the next year.
Confirm the current closing dates with your agent.
A move, marriage, new baby or loss of coverage can open a special window.
FAQ
What people ask most
Does support cost anything?
It has no cost to you.
Can I call if I have a question?
Yes. Call (855) 925-6430 during our hours.
How often will you contact me?
At least once a year and whenever you tell us about an important change.