Trustees

Trustee Clients

  • Families

  • Trusts

  • Corporations

  • Charities

Review & Planning Areas

  • Life Insurance Policy Review

  • Annuity Review

  • Insurance Quotes

  • Trust Funding Options

  • Gifting Options

Common Questions

  • How is the policy performing?

    • What are the fees?

    • Are there better options?

    • Do I need to do anything, make changes?

  • Should I keep it?

  • Can I get competitive insurance quotes?

Four Insurance Whisperer Services For Trustees

Annuity Contract Review
Data by Morningstar® 

  • 25+ Point Analysis

  • Observations

  • Executive Summary

  • Recommendations

Annuity Check

  • 80+ Point Analysis

  • Observations

  • Executive Summary

  • Recommendations

Policy Check

Fiduciary-Centered Insurance Policy Reviews​​

Answers the questions:

  • How does this quote or policy look?

  • Anything better?

Complimentary High-Level Opinion of Cost and Benefit

Courtesy Check®

  • Life Insurance

  • Long-Term Care

  • Disability Insurance

  • Executive Benefits

Premium Check®

Best of Traditional, Fee-Only, and No-Load Quotes ​​