Use THEInsuranceAdvisor.COM’s (TIA)

Confidential Policy Evaluator (CPE) Research Report

for Client Prospecting

THEInsuranceAdvisor.COM’s (TIA) Confidential Policy Evaluator (CPE) Research Reports use common financial terms instead of “insurance-speak” and a 5-Star Rating system that provides a balanced assessment of the 5 major factors of product suitability as to: 

 

• Financial Strength and Claims-Paying Ability
• Cost Competitiveness
• Pricing Stability
• Cash Value Liquidity 
• Historical Performance of invested assets underlying policy cash values

 

Each measurement factor acts a ruler to the benchmark averages for peer-group products.   

 

The Confidential Policy Evaluator (CPE) Research Report is an easy-to-use tool that goes well beyond policy comparison systems, policy audit programs and/or third-party administrator reports which simply compare illustrations of hypothetical policy values and company ratings. With CPE, you can quickly, easily and cost-effectively reassure clients that existing holding(s) are reasonably priced and performing well or credibly show them how and why they can reduce policy costs and/or improve performance. 

 

Try THEInsuranceAdvisor.COM’s (TIA) patented, objective, rules based system to 1) develop new business by giving clients the information they seek, 2) differentiate yourself from “manufacturer reps” selling some particular product(s), and 3) grow your practice on the same fiduciary principals that propelled the explosive growth of the mutual fund industry.  Click here and get up to 3 Confidential Policy Evaluator (CPE) research reports under our NO-RISK trial subscription.