Life insurance policy assessment and administration is a critical component in our service offering. Insurance is a dynamic asset subject to market condition and insurance carrier moves. We closely monitor the policies in our care and assess their efficiency within whatever structure they’re held – be that a trust, a funding plan, or benefit plan. We have the accounting, legal, investment and actuarial resources necessary to provide advisors and management with every manner of reporting and administration necessary to maintain contracts in good order, as well as the programs under which they operate.