Life Policy Reviewer


Our focus is to assist ultra high net worth families and /or key advisors (e.g. Lawyer, Accountant, Family Office CEO, etc.) by providing a second opinion on their life insurance portfolio.

We Can Assist In:

  • Evaluating performance, based upon a range of assumptions
  • Restructuring policies, where premiums will not “vanish” or are scheduled to reappear
  • Transfer Value Analyses, when the Form 712 value is not representative of Transfer Value (e.g. Term and No Lapse Guarantee Policies)
  • Providing alternative data for structuring a diversified Life Insurance Portfolio

How To Engage Us:

For an estimate on the evaluation of your Life Insurance, please contact us and provide an overview of the engagement or email us at info@lifepolicyreviewer.com.

If you have more than one policy, please click the “Request Another Assessment” button on the Submission Confirmation Screen.