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

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

 

Resources

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

 

Speaking

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


Blog

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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Life Insurance Maturity Provision Prophecies

Prophecy: noun proph·e·cy \ˈprä-fə-sē\

Definition of prophecy

  • a statement that something will happen in the future
  • the power or abilit

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