Life Insurance Financial Evaluations, LLC (LIFE, LLC) is a specialty insurance consulting company focused on assisting corporations, banks, high net worth families, and trustees maximize the value of their life insurance plans.
Life Insurance Financial Evaluations, LLC is 100% independent. Our services are “fee-only”, therefore we do not sell or receive commissions on any insurance or other financial products.
By incorporating Project Management disciplines and best practices, Life Insurance Financial Evaluations, LLC helps life insurance consumers evaluate, establish, and manage the value, expectations, and ongoing responsibilities for administering insurance products. The following white paper (Applying Project Management Principles to Life Insurance) provides more information about using Project Management best practices to manage life insurance.
Depending on the scope of the engagement and objectives of the customer, LIFE, LLC consultants may serve as the Project Manager, Life Insurance Consultant, or both. We have significant experience and expertise reviewing and managing life insurance plans such as Split Dollar, COLI, BOLI, Private Placement, Premium Financing, and other estate or corporate uses of life insurance products.
LIFE, LLC consultants may be engaged at any point during the design or administration of a life insurance plan. Consulting engagements may be for both short or long term projects.
Life Insurance Financial Evaluations, LLC
5113 3rd Street North
Arlington, VA 22203