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.
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Services for Clients Considering New Insurance
- Assess amount and type of coverage required
- Evaluate reasonableness and pricing of life insurance illustrations
- Examine the entire spectrum of available companies and policies
- Maximize client value by minimizing or eliminating agent commissions
- Determine probabilities of failure for variable life policies under various funding strategies
- Evaluate premium financing proposals
- Analyze risk/reward potential of life insurance as an investment
- Evaluate BOLI/COLI proposals
- Help other fiduciaries satisfy fiduciary obligation to clients by avoiding pitfalls and improving policy values
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