Creating Client Value Through
Fee-Only Insurance Advice
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5 Reasons Families put off buying term life insurance
WSJ recommends consulting fee-only life insurance advisor when buying Permanent Life Insurance.
A "cautionary tale" about Cash Value Life Insurance.
Insurers Pair Long-Term Care with Life Insurance to Entice Buyers - Financial Advisor
Regulators mull responses to R.I. decision on annuities
Investment News
A Surprising Alternative Investment - Better Than Gold Huffington Post
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Services for Clients With Existing Insurance
- Evaluate current policy pricing versus replacement alternatives
- Assess impact of health changes on insurance program
- Maximize policy value through astute management of policy loans and non-guaranteed values
- Determine probabilities of failure for variable life policies under various funding strategies
- Perform policy valuations
- Investigate ownership/beneficiary issues and potential tax ramifications
- Analyze desirability of selling policy, including negotiating a commission-free sale to life settlement companies
- Evaluate existing BOLI/COLI policies and investigate improvement opportunities
- Help other fiduciaries satisfy fiduciary obligation to clients through optimal policy management and identification of improvement opportunities
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