Life Insurance may be one of the largest assets within an estate - whether it is owned by an individual, a business, or part of overall estate planning. Even so, it is an asset that is generally not evaluated, reviewed, or appraised on a consistent and comprehensive basis.

Our approach is to work with life insurance policy owners or prospective policy owners to review coverage on a regular basis. Often there are legitimate planning issues that come up that need to be taken into consideration, such as changes in financial or personal situations.

By conducting a regular, thorough, detailed, unbiased analysis we can evaluate the current coverage in force and recommend alternative solutions, where appropriate, for those that depend on life insurance coverage being there for their families, business partners, or estate plan completion.

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Life Division Policy Review doc page 1
Policy Review
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Funding a Buy-Sell Agreement