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Whether you are reviewing an existing insurance portfolio or considering new insurance, policy evaluation is a wise investment and, for Trust Owned Life Insurance, a fiduciary necessity. EPIC Wealth Advisors offers a comprehensive policy review as part of a state of the art policy management system. This proprietary program enables trust administrators not only to manage fiduciary risk more effectively but also to increase efficiency and improve service to clients. The policy review provides a complete analysis of the policies in a portfolio and also provides specific recommendations to remedy any problems revealed by the evaluation. This program provides a service which easily fits any trust administration system and is cost-effective:
Annual cost for policy review and trust management system: $125 per policy |
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 - Download PDF describing our services in detail, or
contact us for more information.
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