Policy Review
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A stand-alone, non-biased Policy Review that is delivered to you electronically. Components of a Policy Review include a Baseline Report, a Quick View Report, Comparative Data Report which are suitable for the Trustee as well as a Policy Information Report designed for delivery to the Grantor.
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No Contract
1 policy minimum
$250
Paid in Advance
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Portfolio Report
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In addition to the reports provided with a Policy Review, you will receive an Executive Portfolio Report that includes a Market Analysis and a step by step action plan to address policy issues.
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No Contract
No policy minimum/maximum
$150 - $500 Invoiced Separately
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Policy Remediation
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Services include: in-depth policy analysis, review of goals, objectives and suitability, request additional illustrations, create and distribute disclosure statements, acknowledgement forms and market analysis. Draft correspondence to communicate with advisor, grantor, and beneficiaries as needed and conduct telephone briefings if necessary.
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No Contract
1 case minimum
$500
Standard Remediation Package
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Trust Administration
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| Full trust administration includes: Policy Review, Gift & Crummey Letters, payment of premium, document storage, management reporting, trust accounting and policy remediation services. |
3 Year Contract
1 trust minimum
$750 per trust / per year
One-time $250.00 set up fee
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