Complimentary Life & Long-Term Care Insurance Review

How to Request Your Review

1. Download the intake form below.
2. Open the PDF in Adobe Acrobat Reader or any PDF viewer and type directly into the fields.
3. Attach policy documents if you have them handy — no need to retype the details.
4. Sign electronically — type your full legal name in the gold-bordered signature field.
5. Email the completed form to bertltccpas@gmail.com or withbert.payne@insurance-review-services.com.
6. Bert will respond personally within one business day.

Fillable PDF

Complimentary Insurance Review Form

2 pages · All fields are typeable · No printing required

After completing, email to bertltccpas@gmail.com or withbert.payne@insurance-review-services.com

What the Form Covers

Why an Independent Review Matters

Bert is a CPA, Chartered Accountant, and former internal auditor at an insurance company — not a salesperson. He has no obligation to any carrier, which means his only goal is to make sure your coverage is the right fit for your situation. Whether you already own a policy or are exploring your options, an independent review can reveal gaps, inefficiencies, or opportunities that a captive representative might not raise.

Prefer to speak directly? Call Bert now.

(925) 708-6501

Or use the contact form to send a message. All reviews are complimentary and confidential.