The Efficient Edge

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21 Years

in Business

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Hours

Life Insurance
No. Insurance agents do not typically do annual reviews of life insurance policies. Annual statements are sent to the owners of the life insurance and it is generally up to them to identify any problems with the policy. Agents simply can't afford to do annual reviews because there isn't enough compensation tied to reviewing and servicing business. Also, traditional agents do not have access to the independent tools needed to properly review policies - they are given only what the insurance company provides, and these tools are unfortunately inadequate to properly analyze most policies.

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Serving the Chicago area.

General Info: Life Insurance analysis and consulting for trust owned life insurance and institutional trustees. Fee-only actuarial review and management of whole life, universal life, and variable life insurance policies.
Neighborhoods: West Loop, Central Chicago
Associations: Financial Planning Association,Chartered Life Underwriters,Society of Financial Services Professionals,Registered Employee Benefits Consultant
Other Link: http://www.efficientedge.net
Categories: Insurance, Life Insurance

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Phone: (312) 798-7144

Address: 500 W Madison St Ste 2740, Chicago, IL 60661