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