Providing life insurance consulting and administrative services to:
 

• Individuals
• Corporations
• Trusts
• Charitable Institutions

PRACTICE AREAS

Review and analysis of in-force policies:

• Evaluation of the financial conditions of policies
• Recommendations for improvements

• Evaluation of proposals and illustrations
• Evaluation of contracts ( policies)

TYPICAL SUPPORT AREAS

• Identification of fraud and other sales misrepresentations
• Litigation Support
• Evaluation of Viatical sales proposals
• Life Insurance policy financial reviews
• Policy replacement evaluation