Tax Professionals
Tax Clients
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Personal
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Business Owner
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Trusts
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Charities
Review & Planning Matters
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Life Insurance Policy Review
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Annuity Review
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Insurance Needs Analysis
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Insurance Quotes
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Estate Planning Analysis & Scenarios
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Business Succession and Continuity
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Key Person
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Executive Comp. (Split Dollar, SERP, Non-Qualified)
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Premium Financing
Common Questions
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Who can help with insurance questions?
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How is this policy performing?
- What are the fees?
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Can we reduce the premiums?
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Are there better options?
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Do I need to do anything, make changes?
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Should I keep it?
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Do we need more insurance? Less? Why?
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I forgot why we bought this. Can you help?
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I'd like to leave everything to our beneficiaries. Who can I work with on that?
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How can business owners
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Minimize taxes
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Keep key employees
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Structure a business exit
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Can I get competitive insurance quotes?
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How can I defer more income for retirement?
Six Insurance Whisperer Services For Tax Professionals
Annuity Contract Review
Data by Morningstar®
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25+ Point Analysis
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Observations
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Executive Summary
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Recommendations
Annuity Check
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80+ Point Analysis
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Observations
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Executive Summary
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Recommendations
Policy Check
Fiduciary-Centered Insurance Policy Reviews​​
Answers the questions:
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How does this quote or policy look?
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Anything better?
Complimentary High-Level Opinion of Cost and Benefit
Courtesy Check®
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Life Insurance
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Long-Term Care
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Disability Insurance
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Executive Benefits
Premium Check®
Best of Traditional, Fee-Only, and No-Load Quotes ​​
Classic Needs Analysis for Individuals and Businesses
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Life Ins./Survivorship
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Key Person, Exec Comp
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Long-Term Care
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Income Replacement
Gap Check
Strategies include
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Discounting
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Leveraging
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Discounting