Advanced Client Services include:
- Performing split dollar administration
- Preparing annual reviews and running inforce illustrations
- Providing legal document review for inforce policies that are entity-owned
- Reviewing inforce policies to determine if additional premiums may be required or if the policy should be restructured
- Assessing the inforce book of business to uncover sales opportunities
- Building customized annual review template presentations
- Running new business illustrations for term conversions
