SERVICES
Independent Life insurance Policy AnalysisLife insurance policy audit and evaluation
Trust Owned Life insurance evaluation
Life Insurance Portfolio Management and Optimization Services
Ongoing management of policies
Coverage and suitability reviews
Comparative pricing reviews
Return on investment optimization
Second Opinion Reviews and Services
Review of existing policy structure, performance, carrier selection
Review of proposed policy structure, performance, carrier selection
Design and Structure of Life Insurance Policies and Portfolios
Policy design to optimize cost benefit
Private Placement (domestic and offshore) design and selection
Advanced planning strategies
Premium Financing Analysis and Design
Acquisition and negotiation of life insurance purchase
Evaluation of carriers and policy suitability
Evaluation of underwriting to optimize pricing
Commission negotiation to reduce commissions and improve performance
Fees are determined on a project-by-project basis or as a percentage of savings generated.
For an introductory consultation or for more information about any of our services, contact us.