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.