We provide fee-based consulting on a broad range of life insurance product-related services to individuals, businesses, trustees (fiduciaries), as well as legal and accounting professionals.

Consulting Services

The scope of work is based on your objectives, and can be as narrow as evaluating a specific issue or aspect of an existing (or proposed) policy, or as thorough as a comprehensive assessment of a policy and/or carrier. Included in a comprehensive assessment would be a suitability analysis and an evaluation of the restorative actions (if any) that may be needed to ensure that a policy meets current/future objectives.

Policy Analysis and Review