Professional advisors and their clients often face surprises in their clients’ insurance programs about 24 months after they are implemented. We believe this results from focusing only on the pre-placement phase of an insurance program’s lifecycle.

The lifecycle of insurance performance actually has three phases: before, meaning how the strategy is designed; during, meaning what happens during the lifetime of the client; and after, meaning what will happen when the strategy matures or the client dies.

We conduct thorough diligence in each phase prior to implementation, thereby mitigating future surprises. We only implement programs that have clear exit strategies. Your clients get solutions that all but eliminate problems without creating domino effects elsewhere in their affairs.