Life Insurance Policy Reviews & Audits

Individuals & Familie s

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

Trustee s

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

Family Office s

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

Advisor s

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

Individual & Family Life Insurance Reviews

We use a measured and analytical approach to review and value a life insurance policy or portfolio. Our services are designed to provide straight-forward guidance and options to improve policy economics and maximize policy value.

Policy Risk

Life insurance policies can look fine today and be at risk to lapse just a few years later.

Act Now

Options to restructure a life insurance policy are available - change premiums, change the death benefit, or execute a tax-free 1035 Exchange.

Liquidity

Understand all of your options for the life insurance policy - the insurance company won't tell you.

Schedule a Call

Take 5 minutes to talk with us

We just need a little of your time to start a life insurance review and audit on each policy you own to illustrate the economic and tax impact of a policy surrender, ongoing premium cash flow alternatives, internal rates of return, and restructure economics.