Policy Review Process

Adding value to your planning model.

Many of your clients own older life insurance policies that were purchased over the years. The challenge is that these policies may or may not be performing as expected or are no longer in alignment with the goals you set forth in their current plan. We conduct an objective, comprehensive review of your client’s in-force policies and help you reaffirm if they should be kept, restructured, or repurposed based on the objectives they have today.

Our team will clearly outline solutions that may improve their existing coverage, repurpose the policy for other planning needs, or validate that the policy should remain in-force.

  • Objective analysis and review of your client’s current coverage
  • Performance assessments, carrier due diligence, and cost analysis
  • Enhancing your client experience