POLICY REVIEW SERVICES
Is Your Policy Still Performing as Originally Planned? Is it Still the Right Policy for the Next 10-30 Years?
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We help customers understand and analyze the policies they purchased years ago to make sure they are still performing under expectations.
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Understand market values for a life insurance policy beyond what is reflected in the Annual Policy Statement
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Will your policy allow the death benefit to be used for long term care services?
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Evaluate options for liquidity when surrendering and/or restructuring a policy.
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Understand the insured(s) life expectancy when analyzing premium cash flow and/or death benefit assumptions.