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.
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Actuarial Services
- Provide expert witness testimony
- Perform actuarial present value calculations, reflecting case-appropriate interest and case-appropriate mortality
- Perform policy valuations on life insurance policies that must be valued for tax purposes
- Perform Monte Carlo simulations to demonstrate the impact of volatility on any statistical process
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