We are an experienced organization providing analysis, investment review and planning recommendations for existing or proposed life insurance portfolios. Our team is comprised of MBA, CPA and Life Insurance Design experts. We have the benefit of being affiliated with M Financial, one of the largest buyers of Life Insurance for Wealthy Families and public companies. Our affiliation with M Financial provides us with an unparalleled level of product due diligence and access to best products in the market in addition to a significant stable of proprietary products with major insurance carriers.Our focus is to assist the Ultra High Net Worth Family and /or key advisors (e.g. Lawyer, Accountant, Family Office CEO, etc.) in evaluating existing or proposed Life Insurance portfolios.We can assist in evaluating:Performance, based upon a range of assumptions;Restructuring Policies, where premiums will not "vanish" or are scheduled to reappear;Transfer Value Analyses, when the Form 712 value is not representative of Transfer Value (e.g. Term and No Lapse Guarantee Policies); andStructuring a diversified Life Insurance Portfolio.For an estimate on the evaluation of your Life Insurance second look, please request an assessment. If you have any questions about the Life Policy Reviewer process, please contact us for more information.