Life Insurance Diagnostics

• Large Case Experience : Have experience in managing the process of assembling large life insurance portfolios (over $50 million).
• Funding Alternatives : We assist in choosing the most advantageous policy funding structure for a specific needs and circumstances.
• Commission Disclosure/Observation : We commit to policy transparency, including agent compensation, as it relates to policy pricing. We will assist in detailing what has been considered a “black-box” of insurance and help the client understand how and why utilizing the tools we use will benefit your situation.
• Planning Focus : We are process and objective focused, not product focused. We make sure products are continually coordinated with the overall planning objectives and remain flexible enough to be adjusted as family objectives change.