Our Life Insurance, Estate Review and Business Review Platform of Services can provide several critical pieces to your clients’, wealth, legacy and retirement planning.
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A Life Insurance Policy Review enables advisors to partner with a trusted third party to analyze clients’ life insurance portfolios. This review delves into a number of critical areas including carrier financial stability, policy ownership, and policy performance.
An Estate Review is a comprehensive analysis of your clients’ current estate plans by an Estate Planning Specialist. The process considers your clients’ goals and objectives, and suggests appropriate planning updates.
This Review may include issues such as business valuations, document review, employee retention and business continuation strategies critical to your clients’ net worth and retirement plans.
The Business Review Program helps your business clients better understand and focus on the business issues important to them.