Portfolio Management

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Our experienced service team assists clients and their advisors with the management, analysis, and servicing of large life insurance portfolios. Often times, families or businesses own several insurance policies with multiple insureds and owners. Our technical and service associates work with your family office, accountants, and attorneys to ensure that you, your family, and your business are properly protected.

Regularly scheduled portfolio audits are performed and provided to our clients, these audits include policy performance updates, current values, premium payment alerts, and ownership and beneficiary information. In addition, our staff actively monitors the financial strength ratings of the insurance carriers in your portfolio and will alert you of any negative changes.

Our team of in-house advisors are in-tune with changes in the market and actively make recommendations when new products or services are available that may enhance your portfolio.

Contact an advisor today to discuss the strategic management of your insurance portfolio.

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