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Our Six Services

Annuity Check

  • 25+ Point Analysis

  • Observations

  • Executive Summary

  • Recommendation

Courtesy Check

Answers the question:

  • How does this quote or policy look?

  • Anything better?

Policy Check

  • 80+ Point Analysis

  • Observations

  • Executive Summary

  • Recommendation

  • 80+ Point Analysis

  • Observations

  • Executive Summary

  • Recommendations

Policy Check

Fiduciary-Centered Insurance Policy Reviews​​

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Annuity Contract Review
Data by Morningstar® 

  • 25+ Point Analysis

  • Observations

  • Executive Summary

  • Recommendations

Annuity Check

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Answers the questions:

  • How does this quote or policy look?

  • Anything better?

More Detail >

Complimentary High-Level Opinion of Cost and Benefit

Courtesy Check®

Policy Review & Analysis

Insurance & Estate Planning

  • Life Insurance

  • Long-Term Care

  • Disability Insurance

  • Executive Benefits

Premium Check®

Best of Traditional, Fee-Only, and No-Load Quotes â€‹â€‹

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Classic Needs Analysis for Individuals and Businesses

  • Life Ins./Survivorship

  • Key Person, Exec Comp

  • Long-Term Care

  • Income Replacement

Gap Check

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Strategies include

  • Discounting

  • Leveraging 

  • Discounting

More Detail >

Advanced Estate Planning for Estates More Than $10M

Wealth Preserve®

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