Protection Review
What we offer
Protect what matters without second-guessing
We inventory every policy, beneficiary, and rider so you know exactly how loved ones, debt, and business partners are protected. From quotes to paperwork, Goldenleaf guides you through the updates with zero pressure and total transparency.
Life-stage coverage mapping
We align life, disability, and final-expense coverage with mortgages, tuition plans, caregiving, and business obligations.
Claims-ready organization
Emergency binders, digital vaults, and beneficiary instructions keep documents findable and action-ready.
You get a clear summary of what each policy does, what it costs, and when it should be reviewed next.
Coordinated reminders and annual touchpoints keep coverage aligned with new jobs, new family members, and new goals.
Policy Audit & Gap Report
We compare current benefits to income needs, debt loads, and dependents so you instantly see where to adjust.
Protection Review
Layer disability, emergency savings, and supplemental coverage to ensure cash keeps flowing if work stops.
Legacy Organizer
Beneficiary updates, estate coordination, and document vaults give your family a roadmap when they need it most.
