Please follow these steps to Rescue a Policy
Are you a
Financial or Investment Advisor, Trustee, Insurance Agent, or someone with Fiduciary responsibilities?
Are you checking your client's policies regularly to make sure they are performing as projected or intended?
We specialize in accurately analyzing appropriate premiums, and whether actual costs should differ from the carrier’s suggested COI.
If you care about your client(s) and this is not your specialty, you should contact us NOW!