Fiduciary Insurance Portfolio Services
After life insurance policies are purchased, life insurance companies send premium invoices and provide annual statements. This information is often limited and enough to assess the health and longevity of a policy. Also, it is not uncommon that life insurance portfolios are under-serviced or communications with brokers breaks down.
Our view is that insurance portfolios deserve more service and attention. Our services:
Independent portfolio review
Complete a comprehensive review of complex insurance portfolios, including determination of net insurance coverages, additional insurance needs and optimal execution strategies
Portfolio Oversight and Management
We track all elements of life insurance policies and funding facilities to monitor ongoing performance and suitability for each asset
We provide recommendations, when appropriate, for management of existing portfolio assets
Insurance asset tracking – we have processes and technologies to assist in the tracking and reporting of insurance policies