Insurance Portfolio Oversight

Families and businesses purchase insurance in case a worst-case scenario becomes reality. Death, disability, illness and unexpected losses are all situations when you need to be absolutely sure your insurance portfolio is going to perform. However, most insurance products are designed around assumptions about the future including interest rates, expenses, tax rates, earnings and premium payments. What happens if the assumptions don’t match up to future realities?

Insurance products, whether whole life, universal life, disability insurance, long term care and business coverage, need to be monitored and periodically adjusted just like any investment. Our team is able to take responsibility for monitoring the performance of your insurance portfolio and make recommendations as necessary to keep your safety net in tact.