FREE POLICY REVIEW & GAP ANALYSIS

Do You Know What
Your Policy Doesn’t Cover?

Uncover the gaps. Understand your coverage. Protect what matters.

Most people assume their insurance covers more than it does. A Policy Review & GAP Analysis from HG Insurance Advisors identifies what you have, what you're missing, and what it may cost you — at no charge and no obligation.

🔍Objective Analysis

We review what you have with no agenda — only your best interest in mind.

WHAT IS THIS

A Policy Review Is
Not a Sales Pitch.
It's a Checkup.

Just like you see a doctor for an annual checkup, your insurance coverage deserves a regular review. Life changes — and your coverage should keep up. A GAP Analysis is a structured review of every protection layer in your financial life to identify what's working, what's missing, and what may be costing you more than it should.

We review your existing policies objectively — we are not trying to replace everything. If your current coverage is strong, we'll tell you. If there are gaps, we'll show you exactly where they are and what your options are.

A diagram illustrating a maintenance and inspection cycle for buildings, including steps like policy audit, coverage gap identification, cost optimization, and annual check-up service, with icons of buildings, checklists, a warning sign, a calculator, coins, and medical equipment.

📊Clear Scorecard

You receive a plain-language summary of every coverage area reviewed.

🎯Specific Recommendations

If gaps exist, we present specific options — you decide what, if anything, to do.

HG Insurance Advisors — Common Coverage Gaps
Common Coverage Gaps

The Six Areas Where
Gaps Are Most Common

These are the coverage areas where most families — even those with existing policies — frequently have unaddressed exposures that could cost them thousands.

🛡️ Life Insurance
Underinsured or
Wrong Policy Type

Many people have coverage — but not enough, or the wrong type for their stage of life. Term policies expire. Group coverage ends with employment.

Warning Signs
Coverage amount hasn't kept pace with income or debts
Term policy expiring within 5 years with no replacement plan
Employer group life only — no portable coverage
🏥 Health Insurance
High Deductibles &
Out-of-Pocket Exposure

Health insurance covers hospitalizations — but deductibles, copays, and out-of-pocket maximums can still devastate a family's finances in a serious event.

Warning Signs
Deductible over $3,000 with no supplemental coverage
No hospital indemnity or critical illness protection
Self-employed with no cost comparison done recently
💼 Income Protection
No Disability or
Income Replacement Plan

Your ability to earn income is your most valuable asset. Yet most people have no plan to replace it if illness or injury keeps them from working for months or years.

Warning Signs
No short-term or long-term disability coverage in place
Self-employed with zero income protection
Relying solely on savings to cover an extended absence
❤️ Critical Illness
Cancer, Heart Attack &
Stroke — The Financial Impact

Health insurance pays the provider. But who pays your mortgage, utilities, and daily expenses when you can't work during treatment? Critical illness coverage does.

Warning Signs
No lump-sum benefit if diagnosed with a covered illness
No plan for non-medical costs during recovery
Family history of cancer, heart disease, or stroke
📈 Retirement Income
No Guaranteed Income
Beyond Social Security

Social Security was never designed to be a complete retirement income solution. Without a guaranteed income strategy, outliving your money becomes a real threat.

Warning Signs
No fixed annuity or pension income in retirement plan
All retirement assets subject to market risk
No plan for income if market declines near retirement
🕊️ Final Expense
End-of-Life Costs
Left to the Family

The average funeral costs $10,000–$15,000. Without a plan in place, that financial burden falls directly on the people you love most at the hardest moment.

Warning Signs
No dedicated final expense or burial coverage in place
Existing life insurance intended for income replacement only
No end-of-life conversation with family has taken place
HG Insurance Advisors — What We Review
What We Review

Every Coverage Area.
Nothing Overlooked.

We review all major protection areas in a single structured conversation — then deliver a plain-language summary of our findings with no obligation to act.

🛡️
01
Life Insurance Policies

A full review of every life insurance policy you currently hold — including employer-provided group coverage — to confirm your family is truly protected.

Coverage amounts vs. current income and debts
Term expiration dates and renewal options
Beneficiary designations — correct and up to date
Cash value status on permanent policies
🏥
02
Health Insurance Coverage

We examine your current health plan for cost-effectiveness, network adequacy, and out-of-pocket exposure — and compare it to available alternatives.

Deductible, copay, and out-of-pocket maximum
Network coverage in your area
ACA, private, Medicare, and short-term options compared
Premium vs. coverage value assessment
💊
03
Supplemental & Gap Coverage

The coverages that fill what health insurance leaves behind — hospital indemnity, critical illness, accident, and dental/vision plans reviewed for adequacy.

Hospital indemnity benefit amounts and triggers
Critical illness covered conditions and payout structure
Accident coverage gaps vs. your deductible exposure
Dental and vision adequacy for your family
💼
04
Income & Disability Protection

Your income is your most valuable asset. We assess whether you have adequate protection if illness or injury prevents you from working for an extended period.

Short-term and long-term disability coverage review
Income replacement ratio vs. monthly obligations
Employer vs. individual policy comparison
Self-employed income protection gaps identified
📈
05
Retirement Income Strategy

We review your current retirement income plan to identify whether you have guaranteed income in place — and what your exposure is if markets decline near or during retirement.

Fixed annuity and IUL income strategy review
Guaranteed vs. market-exposed income analysis
Social Security timing and income gap assessment
Principal protection options for pre-retirees
🎖️
06
Veterans Benefits & SGLI/VGLI

For veterans and active military: a dedicated review of military-specific coverage, VA benefit utilization, and civilian alternatives that may provide better value.

SGLI adequacy and separation timeline planning
VGLI cost vs. civilian private insurance comparison
VA benefit utilization and supplemental coverage gaps
Survivor Benefit Plan (SBP) review and alternatives
🕊️
07
Final Expense Planning

End-of-life costs average $10,000–$15,000. We confirm whether you have a dedicated plan in place so that burden doesn't fall on your family at the hardest moment.

Dedicated final expense or burial coverage review
Existing life insurance allocation — burial vs. income replacement
Family communication and pre-planning status
Coverage options for seniors with health conditions
🏢
08
Small Business Owner Coverage

Business owners have unique insurance needs that personal coverage doesn't address. We review the gaps that could put your business — and your family — at risk.

Key person life insurance review
Business overhead disability protection
Buy-sell agreement funding strategy
Group benefit structure for employees

Every review is 100% free and comes with no obligation to change or purchase anything. If your current coverage is strong, we'll tell you. If there are gaps, we'll show you exactly where they are and what your options look like.

HG Insurance Advisors · Independent · Unbiased · Veteran-Led