Client Portal.
to your protection plan anytime.
Whether you’re reviewing your life insurance, checking in on your final expense coverage, or planning for Medicare or retirement—we’re here for every step. This portal is designed to help you:
Schedule your annual protection review
Request updates to your beneficiary or policy info
Submit questions to our support team
Download planning tools (checklists, guides, etc.)
Access your Evelyn Code™ roadmap and next-step recommendations
Understand your current protection gaps
Explore the right insurance or retirement options for your situation
Identify next steps in The Evelyn Code™
Ask questions and feel confident about your choices
& Protection Review
We recommend every Dominion client complete an annual review to:
Ensure your protection is still meeting your needs
Review your retirement, Medicare, or estate planning status
Adjust for life changes like new family members, income shifts, or healthcare updates
Support Hours: Monday–Friday, 9 AM–5 PM EST
803-973-8086