Company Profile
Insurance Review Services is a full-service brokerage firm specializing in - Insurance Portfolio Reviews - Life Insurance - Disability Insurance - Long Term Care Insurance - Trust Owned Life Insurance (ILIT’s) – Retirement Funding - Businesses Buy/Sells and Key Person insurance.
A portfolio review often refers to a review of investment products but what is essential is a review of one’s insurance portfolio by a professional versed in policy reviews, because unlike traditional investments, mistakes with insurance selection can carry huge financial and emotional costs that are not easily rectified. Insurance is an asset and as such its intricacies need to be fully explained thereby providing invaluable security to the policyholder.
As a CPA and past Internal Audit Manager of a major life insurer, I am well versed in the regrets of policyholders who have never had a review of their insurance portfolio by a specialist.
SERVICES: COMPLIMENTARY INSURANCE PORTFOLIO REVIEWS - Life Ins. - Disability Ins. – Long Term Care Ins.- Retirement Planning - Annuities - Business Ins. Buy/Sell, Key Person - College Funding - Critical Care Ins. - Divorce Ins. - Foreign Nationals - ILIT Insurance for Estate Planning - Juvenile Ins. - Policy Cancellations, Lapses, and Sales.