Life Insurance Policy Review
Most Life Insurance policies will be lapsed or surrender back to the insurance carrier which is a massive waste of money for the policy owner that could have been avoided. Therefore, a life insurance review should be conducted every 24 to 36 months.
Copperstone specializes in performing comprehensive life insurance policy reviews – evaluating policy suitability, premium adequacy, underwriting changes, policy structure, fees, performance, carrier stability, current market replacement, and possible secondary market opportunities.
