L.I.F.E. Report

Life Insurance Fiscal Evaluation Report

  • A review of a specific life insurance policy, its alignment with your objectives and its estimated performance in light of your goals.
  • You will receive:

    • LIFE ℠  Report - alignment with goals
    • Competitive Scan (term policies only)
    • Premium Adequacy Report (permanent policies only)
    • CPOD (Cumulative Probability of Death and Life Expectancy)
    • Financial Highlights for the Life Insurance Company