Our Services

Each service offering below is customized for the individual plan assigned – freeing up your time to focus on the fuel of your business: your clients.

Data Gathering
Assist with collection and organization of client information on the advisor's behalf. 



 

Data Entry
Input information into your software of choice and any corresponding spreadsheets utilized.



 

Insurance Gap Analysis
Determine where a plan might fall short based on unexpected life events with the potential to adversely affect the plan (i.e. premature death, disability, etc.).

 


 

Plan/Presentation Creation
Tie all analysis together into an overall plan that covers all relevant topics. Create consolidated report(s) that tell the story in a way easily understood by the client.  
What If Analysis
Run various scenarios based on client goals and objectives.

 


 

Ongoing Updates
Maintain current data and analysis as it relates to the plan quarterly or annually, depending on plan complexity.

 


 

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