At Catalyst, we understand that policy management begins with the placement of a policy. To perform efficiently and satisfy the original objective, life insurance coverage must be properly maintained and supervised. Our philosophy is to provide high touch service to every client. We produce detailed policy review materials which benchmark your “As Sold” illustration with actual attained values and inforce projections. We provide ongoing advice and restructuring recommendations for the life of the contract.

These Life Insurance reviews are designed for Attorneys, Accountants, Trustees, and the professional advisor community. We act as a resource to review, analyze and determine the integrity of existing life insurance contracts that have been sitting dormant over many years. It has been estimated that between 70% – 95% of irrevocable life insurance trust (ILIT’s) have no servicing agent, 83.5% of professional ILIT trustees have no guidance or procedures for handling trust policies and 71% of nonprofessional trustees have not reviewed their policies within the last 5 years. This review process will allow the advisor to ensure that each insured has the most competitive and appropriate coverage relative to the constantly changing variables and options in the life insurance marketplace.