Life Insurance Trust Sustainability & Suitability Review

We Offer Three Life Insurance Trust Packages:

Plan One - The Current Review - One Time Fee: $300.00 - The bank completes our life insurance questionnaire, provides details of the policy to be reviewed and a current policy illustration (ordered from the insurance company). We provide a one-time report of the sustainability and suitability of the insurance program.

Plan Two - The Semi-Annual Review - Annual Fee: $450.00 - We perform the above review and update the report in six months.

Plan Three - The One-Year Alert - Annual Fee: $600.00 - We provide the same service outlined in Plan Two above. In addition, we regularly review the financial ratings of the insurer. Each month we provide an email notification of the financial ratings of the insurance company thus allowing for informed interim decisions.

Unbiased Insurance Information And Advice
We don't sell insurance. Further, we never accept fees or commissions from insurance agencies or companies. Our recommendations are unbiased. Our clients' interest is our only interest.

Call or email for more information.