Creating Client Value Through
Fee-Only Insurance Advice
READ...
Investment News explores AIG cash crisis. Click here.
San Francisco Chronicle asks How Safe is Your Insurance Policy?
Read here.
About.com's Money Over 55 channel recommends fee-only life insurance advisors. Click here.
RECENT PRESENTATIONS...
Help Your Clients Get the Most Out of Their Life Insurance and other presentations available.
Click here for recent list.
|
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
|
 |
