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Life Insurance Policy Reviews & Audits

Individuals & Families

Evaluate and understand the economics of your life insurance policy(ies).

Trustees

Our service audits and delivers annual life insurance policy management for you.

Family Offices

We are your back-office for policy cash value reporting and annual policy reviews.

Advisors

We work with CPAs, lawyers, and investment firms to provide back-office services.

Family Office Life Insurance Services

A virtual back-office to help with financial reporting for policy values and annual policy reviews.

Let us talk to you about how we can help.

Manage and financially report on the family's life insurance portfolio.

Thank you for your interest in our services. We will reach out shortly.

How It Works

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Engagement

We complete an initial engagement to review the life insurance policy or policies in the family's portfolio

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Review & Audit Report

Deliver a detailed report summarizing the audit, policy values, inforce projections, risks in the portfolio and recommendations to manage going forward.

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Service Agreement

Policy Service Agreement outlining our services and annual fees to manage the life insurance policy(ies).

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