Comprehensive Policy Review

We help trustees satisfy the obligations set forth in the Prudent Investors Act by completing a comprehensive review of an existing life insurance policy’s competitiveness compared to alternative policies in the insurance marketplace.  We will also review existing policies for the purpose of ownership structure, amount and policy type.

With our product expertise and access to all major insurance carriers, we will compare what you currently have to other products.  Then, we’ll use a team approach with your other advisors to determine our recommendations. 

If you choose to make any changes, we make it as easy for you as possible because we control the underwriting process.  We provide a “white glove’ approach walking clients through each step while ensuring the least amount of intrusiveness.  We also order and control the medical information, not a third party.  This puts us in the best position to negotiate with the insurance carriers to get our clients the best possible offer.

706 Second Ave. South | Suite 600 | Minneapolis, Minnesota 55402 | Phone: (612) 339-7385 | Toll Free : (800) 339-7385

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc.
A Registered Broker/ Dealer and Investment Advisor, Member FINRA/SIPC
NBW Insurance Group is independently owned and operated
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