Comprehensive Policy Review

Comprehensive Policy Review

The goals and objectives of a Comprehensive Policy Review is to provide a policy analysis to determine the strengths and weaknesses of current life policy(s) based upon your goals, objectives, risk tolerance and personal financial situation. The goal of this report is to provide objective, quantifiable and qualitative information to you regarding your existing policy(s).

Before we analyze each of your policies for strengths and weaknesses, it is helpful in the analysis to understand your personal goals and objectives with regard to ownership of life insurance at this point in time.

Our analysis is based upon the objective information we have gathered from the insurance companies(s); your advisors, including your accountant and attorney, and your responses to our Fact Finders, including our Life Insurance Design Questionnaire.

We utilized independent third party resources to help us determine the suitability of your current policy(s).

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