Individual Reviews for Advisors
We offer advisors consulting services to review a policy (or portfolio of policies). Our policy review services deliver to you and your client the projected economics of the policy, consolidated policy information (tax basis, values, surrender position, policy loans, ownership, beneficiaries, and assignments), and analysis of the short and long-term policy performance and features - including premium cash flow of alternatives.
We are here to help you and your client
We provide review and audit services to help you understand your client's insurance policy(ies).
We are here to help you and your client.
Life Insurance Policy
We provide review and audit services to help you understand your client's life insurance policy(ies).
Disability Policy
We provide review and audit services to help you understand your client's disability insurance policy(ies).
Long-Term Care Policy
We provide review and audit services to help you understand your client's long-term care insurance policy(ies).
Take 5 minutes to talk with us
We just need a little of your time to start a due care and financial analysis on each policy your client owns.
How It Works
Authorization
Initial conference call to gather basic policy information, ownership information, and your client's objectives.
Analysis
Gather detailed policy information including inforce projections, values, policy benefits, premium history, and restructure options.
Policy Report
Deliver a detailed report summarizing the audit, policy options, and recommendations.