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Getting Started

Please follow these steps to Rescue a Policy


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(before you call)

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! 

Click here for a quick overview


5000 Birch Street, East Tower Suite 100
Newport Beach, CA, 92660, US


The material presented herein is designed to provide accurate and authoritative information in regards to the subject matter covered. It is prepared with the understanding that we are not engaged in rendering legal, accounting or other professional services. If legal or other expert assistance is required, the services of an advanced planning attorney or CPA should be sought. Securities offered through American Trust Investment Services, Inc. Member FINRA & SIPC. American Trust Investment Services, Inc. does not offer tax, legal or accounting services. Services are offered by The Rushmore Private Client Group. American Trust Investment Services, Inc. and The Rushmore Private Client Group are not affiliated companies.

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