Independent policy review, administration and remediation solutions to mitigate liability, gain efficiencies, meet regulatory compliance and fiduciary oversight requirements.
Set of review solutions addressing the significant compliance and reporting challenges professional trustees face today holding closely held business interests.
A secure web-based software application to assist in tracking, maintaining and proactively communicating with a bank's will file and future fee clients.
A prudent annual review of life insurance policies includes not only an in-depth analysis of an individual contract’s projected performance but also of the insurer of the contract. Tiers of regulatory protecti...Read More
Inadequately funded policies—that is, policies lapsing before maturity or maturing with a significantly reduced death benefit—can compose a significant portion of a trustee’s life insurance portfolio. Clie...Read More
When purchasing a life insurance policy, the potential to achieve a higher rate of return than a fixed-rate product has made variable life insurance an increasingly attractive option for consumers over the last t...Read More