Free Private Benefits Review

Is your family's protection
written in pencil — or pen?

Most work coverage disappears when the job does.

When income stops, the mortgage doesn't pause. The car payment doesn't wait. The bills don't care about your timeline. A 20-minute private review helps you see what's actually permanent — and what needs to be.

20 minutes No obligation Private Zoom call Licensed representative

The difference that matters

Two kinds of coverage.
One of them travels with you.

✏ Written in Pencil

Work Coverage

  • Tied to your employer — ends when the job ends
  • May reduce or end at retirement
  • You don't control the terms
  • Your family may not know what they have
  • Gone during layoffs, strikes, or disability
✒ Written in Pen

Portable Protection

  • Stays with you regardless of employer
  • Your family controls the policy
  • Rates locked at enrollment
  • Beneficiaries you choose — not HR
  • Part of a plan your family can actually find

Why families act

The plan matters most when there's no time to make one.

01

Income stops. Bills don't.

Mortgage, car payment, utilities — none of them pause for a family in crisis. Portable coverage creates the breathing room to grieve without making permanent financial decisions under pressure.

02

Work coverage is borrowed.

Union members, tradespeople, and employees of all kinds often assume their work benefits are enough. They may be useful — but they may also be tied to a badge you no longer carry.

03

Your family needs a file they can find.

Emergency contacts. Final wishes. Beneficiaries. Child safety information. The review helps you build a complete family protection file — not just a policy.

The review process

Simple. Private. No pressure.

1

Book

Pick a time that works. Takes 60 seconds. You'll get a confirmation with a Zoom link.

2

Review

A licensed representative walks through your current coverage, your gaps, and your options. No forms. No commitment.

3

Understand

You leave knowing what's written in pencil and what can be written in pen — for you and your family.

4

Decide

If options make sense for your situation, you choose. If not, you've lost nothing but 20 minutes.

What members say

"I had no idea my work coverage would end the moment I retired. Twenty minutes changed how I thought about everything."

Union electrician, 14 years

"We hadn't touched our emergency contacts or beneficiary info in eight years. The review got all of it sorted in one call."

Spouse, two kids under 10

"No sales pitch. Just a clear picture of where we were and what we could do about it. That's all I needed."

Heavy equipment operator

Schedule your session

Book your free
private benefits review

20 minutes. Zoom. A licensed representative. No obligation.

Not sure where you stand?

Take the 2-Minute Assessment

Answer 6 quick questions and get your Family Protection Score — free, instant, no contact info required.

or
Ready to talk?

Book the Free Benefits Review

20 minutes. Private Zoom. A licensed representative walks through your options — no pressure, no obligation.

Free Benefits Review

20 minutes Private Zoom call Licensed representative No cost, no obligation

By submitting, you agree to be contacted by a licensed representative. No carrier information will be shared with third parties. This is not an insurance application.

You're booked.

Check your phone and email — your representative will reach out within one business day to confirm your Zoom time.

Educational content only. Benefits, eligibility, premiums, underwriting, exclusions, riders, and availability vary by policy, carrier, and state. This is not tax, legal, investment, or financial advice. Written In Pen is a marketing and appointment-setting service. All coverage options presented by a licensed insurance representative.

✒ Sent by a friend

Your family member just protected theirs.
Here's what they wanted you to have.

These resources are free. No purchase required. No obligation.

What's included — free

Free Benefits Review

20-minute private Zoom call with a licensed representative. See what's written in pencil — and what can be written in pen.

📁

Family Information Guide

Emergency contacts, insurance info, final wishes, and beneficiary designations — all in one document your family can find.

Why did you receive this?
A family member or friend who recently completed their benefits review wanted to make sure you had access to the same resources. There's no cost and no obligation — just an offer to help your family get organized too.

Claim your free resources

Tell us a little about yourself and what you'd like. A representative will follow up within one business day.

I'm interested in:

Your information is used only to connect you with a licensed representative. Not shared with third parties.

Got it.

A representative will reach out within one business day to get you set up.

Educational content only. Benefits, eligibility, premiums, and availability vary by policy, carrier, and state. This is not an insurance application or guarantee of coverage. Written In Pen is a marketing and appointment-setting service.

Your review is
booked.

Check your phone and email. Your representative will confirm your Zoom time within one business day. In the meantime, here's what to expect.

1

Confirmation coming your way

You'll receive a text or call to confirm your appointment and send your Zoom link.

2

Nothing to prepare

You don't need any documents. Just show up. Your representative will guide the whole conversation.

3

Bring your spouse or beneficiary if you can

It helps to have the right person in the room — especially for beneficiary and emergency contact decisions.

4

No commitment required

If nothing fits your situation, no problem. You'll still leave with a clearer picture of where you stand.

Know someone who should do this too? Share the referral page →

Educational content only. Benefits, eligibility, premiums, and availability vary by policy, carrier, and state. This is not an insurance application. Written In Pen is a marketing and appointment-setting service.