The nation's premier life insurance policy
monitoring, management, and consulting firm.





Discover our variety of specialized services designed to meet your specific goals and needs.



Our resources section is full of useful information. Learn more about Reducing Risk for Trustees & Fiduciaries.



Interested in learning more about the 3D Process™? Request a one-on-one phone call, or learn about upcoming speaking engagements.


02/23/2017 - Life Insurance Maturity Provisions: Take a moment to read Tate's latest commentary on life expectancy and affects on policies.

Our Company

What we do is very specific and laser-focused.  We review, evaluate, manage, and monitor trust-owned life insurance policies.  We exist to do three things:

  • Maximize benefits
  • Reduce risk
  • Support fiduciaries

With over 10,000 life insurance policies currently in our proprietary system, we are the nation’s most proven life insurance management and monitoring system.






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