Fix the comparison date
Rates and product availability can change. Every future rate comparison must show when the information was collected and where it came from.
Use the exact product version
A product family name may include multiple terms, states or contract forms. General labels are not enough for a commercial comparison.
Show restrictions near benefits
Liquidity, surrender, adjustments, rider costs and renewal terms belong beside the feature they qualify.
Keep education apart from a recommendation
The tools explain questions and illustrate assumptions. A licensed professional must review an individual product choice.
Disclose compensation accurately
Carrier commissions and partner arrangements can vary. Before you request an introduction, you will see the seller’s identity and how Coverage Steps is compensated.