LIFETRACK

Printed reports featuring an in depth analysis of policies held in irrevocable life insurance trusts, which include funding adequacy, review of existing loans, competitive performance analysis, and comprehensive review of carrier strength

Insurance consulting services in the field of life insurance policies held in irrevocable trusts; providing financial risk management analysis of the funding adequacy of life insurance policies held in irrevocable trusts, financial risk management analysis concerning existing loans on life insurance policies held in irrevocable trusts, financial analysis in the nature of competitive performance analysis of life insurance policies held in irrevocable trusts, and financial risk management analysis concerning comprehensive review of carrier strength for life insurance policies held in irrevocable trusts