^{Life Insurance Policy Reviews}

Life Insurance Financial Evaluations, LLC is a specialty insurance firm focused on providing unbiased, "fee-only" comprehensive life insurance policy and plan reviews and other consulting services.  We are 100% independent and do not sell any insurance or other financial products.

Our objective is to educate trustees, consumers and their trusted advisers on the value and ongoing policy management responsibilities of owning life insurance products.  We also help agents increase their sales and assist insurance agencies/carriers to improve their operations.  Below are a few areas of our expertise:

• Providing personal life insurance consultations to consumers

• Providing in depth reviews of existing and proposed life insurance policies utilizing life expectancy analysis to evaluate the competitiveness and projected long term performance of the policy

• Developing comprehensive Excel workbooks, PowerPoint presentations, white papers, and other marketing materials to assist in the sale of new life insurance for estate planning/wealth transfer purposes and informal funding for nonqualified executive benefit plans

• Organizing company client list/database with pertinent client and policy data to identify new sales opportunities and enhance customer service

• Data-mining the client list to determine potential term policy conversions, replacement opportunities, life insurance coverage shortfalls, service requirements, orphan policy issues, and accuracy of commission payments

• Conducting comprehensive life insurance product studies to identify product anomalies, strengths, and weaknesses

In addition to providing customized life insurance policy reports, we also offer consulting services for both short and long term projects.

Insure Life Surpasses Your Expectations^TM

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