Keeping your kids safe starts with prevention. Be sure your child knows exactly where you live - street address, city, all applicable phone numbers, and of course how to use the telephone. It's helpful to give kids the number of a trusted adult or neighbour as well.

 

It’s equally important to record your child’s vital information. The Morris Group is proud to promote New York Life’s Child ID program.  Child ID events are scheduled at schools, churches, and community events.  Having the proper Child ID provides peace of mind knowing that should anything ever happen; parents/guardians will have vital information to distribute to the local authorities.

 

You can also protect your child well into the future with life insurance coverage that includes a policy purchase option (PPO) rider.  A PPO rider allows you the option to purchase a new policy1 on certain scheduled dates2 without evidence of insurability. Consequently, by purchasing policies on their lives you can guarantee insurability for your children and even your grandchildren so they will still be protected as their needs in life change. 3

 

Helping to protect families is at the heart of what we do. We are committed to making a difference in our local communities. Through sponsorship of Child I.D. events and life, estate, retirement and business planning, the Morris Group continues our mission of serving the needs of local families and building lasting relationships.

 

You can do your part as well by taking steps to protect your own children and the children in your community.

 

1Typically the face amount of the new policy under the PPO option will be either the option amount chosen or a maximum set by the issuing company, specifically the lesser of $150,000 or the option amount with New York Life. The new policy cannot be a Survivorship policy, Asset Preserver policy, or a policy offering an increasing amount of insurance.

2Typically ages 22, 25, 28, 31, 34, 37, 40, 43 and 46. The policy PPO terminates at the policy anniversary date when insured is 46 or terminate when the base policy is terminated, surrendered, lapsed, or is continued as extended term insurance or paidup life insurance.

3Per New York Life, the new policy cannot be a Survivorship policy, Asset Preserver policy or a policy offering an increasing amount of insurance. Insurance is subject to underwriting. See your policy illustration for all applicable terms and conditions.

 


Please use our website as a resource, and click here to contact us for additional information, customer service requests & forms, or to schedule a meeting.

Roger H Morris, CLU®, ChFC® is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License No.0594623), MT, NV & TX. No insurance business may be conducted outside these states referenced.

Roger H Morris, CLU®, ChFC®, ia a member agent of the Nautilus Group, a service of New York Life Insurance Company.

Roger H Morris, CLU®, ChFC® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

Roger H Morris, CLU®, ChFC® is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of CA. As such, these services are strictly intended for individuals residing in CA.

Jasmita "Jessie" Patel, LUTCF is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License No.0F29979), TX & UT. No insurance business may be conducted outside these states referenced.

Jasmita "Jessie" Patel, LUTCF is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ and CA. No offers may be made or accepted from any resident outside the specific states referenced.

Jasmita "Jessie" Patel, LUTCF is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of CA. As such, these services are strictly intended for individuals residing in CA.

Scott Schultz is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Schultz is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of CA (CA Insurance License No.0G83708), No insurance business may be conducted outside these states referenced.

R H Morris Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

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