We start with a thorough examination of your policy, current documents, and an interview to determine your short-term and long-term intentions. We then review your information, examining all possible changes in health and wellness, changes in tax laws, and insurance carrier performance in order to identify options and stay ahead of potential policy issues.

Throughout the advising process, our goal is to best align the policy with your goals. This can mean making changes to the existing policy or deciding that it may be time for something completely different. We work with you to make sure that your intentions are met today just as they were when you originally invested in the policy.

After a solution has been determined, we do not simply close the file. We work with our partners – both industry leaders and insurance companies – to ensure that the solution is implemented properly and completed in a timely fashion. We then use cutting edge technology to ensure your solution stays on track year after year so that your beneficiaries receive your generous legacy.