POLICY REVIEW SERVICES

Is Your Policy Still Performing as Originally Planned? Is it Still the Right Policy for the Next 10-30 Years?

  •  We help customers understand and analyze the policies they purchased years ago to make sure they are still performing under expectations.

  • Understand market values for a life insurance policy beyond what is reflected in the Annual Policy Statement​​

  • Will your policy allow the death benefit to be used for long term care services?

  • Evaluate options for liquidity when surrendering and/or restructuring a policy.

  • Understand the insured(s) life expectancy when analyzing premium cash flow and/or death benefit assumptions.