Life Insurance Portfolio Reviews & Audits
We seek to cultivate strong alliances with the best accounting, law and investment firms available. Our strategic partners have all distinguished themselves as companies providing the same level of service excellence that we strive for here at TRC Financial.
We evaluate life insurance, disability, and non-qualified benefit plan proposals. We are confident in our team to provide you with an unbiased evaluation and perspective for your client.
Legacy Policy Review
Evaluate and understand the economics of your client's life insurance portfolio. Includes consolidated policy information - tax basis, values, surrender position, policy loans, ownership, beneficiaries, and assignments; analysis of short and long-term policy performance - cash flow and internal rate of return; and potential restructure options.
How can we help?
We provide our partners with support to understand insurance proposals, executive benefit plan proposals, and existing policies or plans.