308 N. 21st Street, Suite 650
St. Louis, MO 63103
Phone (314) 667-4978
Fax (314) 667-4976
4040 Embassy Parkway, Suite 310
Akron, OH 44333
Phone (330) 665-2376
Fax (330) 670-1081
Insurance & Investment Reviews
Whether your needs are individual or corporate, we are ready to help you discover solutions that are designed to help you achieve more with the wealth you’ve worked so hard to accumulate. Solutions for such wealth are not simply a one step process; they require constant monitoring and ongoing evaluation. Once we’ve designed the appropriate plan around your needs, or if you already have plans in place, we provide services to gauge the success of your plan, and make any needed adjustments to assure that your plan is headed in the right direction for you. These services include:
- Needs assessment relative to client objectives
- Detailed policy summary of ownership and values
- Evaluation of underwriting class
- Evaluation of insurance company ratings and reviews
- Evaluation of funding strategies
- Restructuring strategies such as consolidation, 1035 exchanges, reduction of coverage and life settlements
- Evaluation and Review of Investment accounts
As independent agents, we are able to provide you with a comparison of options from several providers, and can negotiate with those providers to obtain the best available options for you.