Policy Review

Our Policy Review and Optimization (“PRO”) process evaluates the continued suitability and performance of both the insurance carrier and the policy. The PRO process will determine if the life insurance policy being examined, still is in alignment with the current needs and personal objectives of the insured.

FLAH & COMPANY is here to monitor your insurance policy, guide you in decision-making regarding the policy and determine if it continues to meet your needs. We work hand-in-hand with our client’s current professional team to ensure the best outcome within the guidelines set.

Contact us at FLAH & COMPANY to learn more about how you can learn if your, or your client’s, existing policies are working as they should be.