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Your life insurance policy should not be stored away and forgotten until you need it. After all, your needs change over time, so make sure your life insurance policy is sufficient. It should be coordinated with your business, retirement and estate plans.
The advisors at Oswald can regularly review your policy to ensure it still meets your planning needs and that you are receiving the maximum financial return. We’ll provide the best opportunities to reduce your costs and ensure your financial security for the long term.
Portfolio Management:
Families or businesses often own several insurance policies with multiple insureds and owners. Our experienced professionals work with your family, accountants and attorneys to ensure that everything that matters most to you is properly protected.
We take a deep dive into your portfolio to evaluate the performance of your policies, current values, premium payment alerts, and ownership and beneficiary information. And we don’t stop at a one-time audit.
Our team continuously monitors the financial health of the insurance carriers in your portfolio and we will alert you of any negative changes.
Contact an advisor today to discuss the strategic management of your insurance portfolio.
Trust-Owned Life Insurance:
Trust-owned life insurance is a valuable estate planning tool that appoints someone to handle your assets upon your death. It can be a difficult and convoluted process, but they don’t have to do everything on their own.
The experienced team at Oswald understands this difficult process, which often comes at an emotionally challenging time. We’ll provide unbiased third-party analysis on the financial well-being of the trust-owned policies.
Our proprietary due diligence report gives trustees the information they need to make responsible and informed decisions regarding trust-owned policies.
- Policy performance since inception
- Optimal funding structures
- Carrier financial strength
- Alternative policy options
Contact an advisor today to discuss strategic management of your insurance portfolio.
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