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Preferred Advisors LLC

Free Statement Review

Upload your current insurance policies or investment statements for a complimentary professional review and comparison.

1. Upload

Securely upload your statements or policy documents

2. Security Check

AI verifies no account numbers are visible

3. Analysis

Professional review of your coverage or investments

4. Recommendations

Receive personalized insights and options

Upload Your Document
Please provide your information and upload your statement or policy for review.

Accepted formats: PDF, JPG, PNG (max 10MB)

Security & Privacy

For your protection, please black out or remove account numbers before uploading. Our AI security check will verify this. Your documents are encrypted and only viewed by Seth McMullen for the purpose of providing your free review.