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.