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.

Client Report - TRC Financial.png

Life Insurance Policy

We provide review and audit services to help you understand your client's life insurance policy(ies).

Analysis - TRC Financial.png

Disability Policy

We provide review and audit services to help you understand your client's disability insurance policy(ies).

Policy - TRC Financial.png

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

Step 1 - TRC Financial.png

Authorization

Initial conference call to gather basic policy information, ownership information, and your client's objectives.

Step 2 - TRC Financial.png

Analysis

Gather detailed policy information including inforce projections, values, policy benefits, premium history, and restructure options.

Step 3 - TRC Financial.png

Policy Report

Deliver a detailed report summarizing the audit, policy options, and recommendations.