Insurance Asset Tracking

We see life insurance as a unique asset class requiring active management. With over a decade of experience tracking insurance assets, we have developed applications to ensure a "Fiduciary Services" approach to policy tracking and management. Some of these processes include:

  • Annual review of policy illustrations
  • Review of policy longevity
  • Comparison of the current policies vs other market options
  • Review of health ratings
  • Review of policy owners, beneficiaries
  • Review of policy ownership (trust, business, individual)
  • Discussion of how this policy fits in your overall insurance strategy

This strategic approach provides Clients with unique opportunities for improved policy management and strategic decision-making over insurance assets. 

Contact us today to learn more.