TheInsuranceAdvisor.com - E-News: Hard Way or Easy Way

The Hard Way or the Easy Way?

The Hard Way: Spending days running illustrations that generally include only those products that you are licensed to sell and comparing illustrations of those limited products lacking the independence and objectivity that your clients need.

The Easy Way: Send a hypothetical illustration to THEInsuranceAdvisor.COM and get a quick and easy research report that tells you how that policy compares to industry benchmarks.

Do you want to spend your time bogged down in the back office or out in front of your clients?

THEInsuranceAdvisor.COM research is derived from various independent sources to include thousands of actual insurance company pricing representations for hundreds of different products and actual performance data for invested assets underlying policy cash value. Revealing the overall suitability of a given life insurance product relative to its peer-group based on 5 of the major factors of suitability as to 1) financial strength and claims paying ability, 2) actual cost competiveness, 3) pricing stability, 4) cash value liquidity, 5) actual historical performance of invested assets underlying policy cash values.

THEInsuranceAdvisor.COM provides the empirical pricing and performance research essential to any complete investigation of life insurance policy suitability (as defined the Prudent Investor Act) and which can then lead to independent and objective suitability determinations.

THEInsuranceAdvisor.COM is simply the fastest, easiest, and most credible, comprehensive and cost-effective way to independently verify to clients and their advisors whether or not the pricing and performance of existing or proposed life insurance is in their best interest. Only THEInsuranceAdvisor.COM is accepted for independent client representation, endorsed by the New York Bankers Association (NYBA) and compliant with regulators.

Use the Confidential Policy Evaluator (CPE) Research Reports to determine the appropriateness of pricing, the reasonableness of performance expectations for invested assets underlying policy cash values, and overall suitability for your (client’s) policies based on the 5 factors of suitability. Click here and get up to 3 Confidential Policy Evaluator (CPE) research reports under our NO-Risk trial subscription.

Sign up for our NO-Risk Trial Subscription entitles you to unlimited Confidential Policy Evaluator (CPE) Reports at the subscriber rate of $125 each (a 75% discount off the $500 per report fee for non-subscribers) or less if you are a member of one of our Enterprise Licensees.

Either way, ONLY subscribers have access to all TIA Portfolio Management Tools and your satisfaction is guaranteed. If you are not completely satisfied after running just three (3) CPE Reports during the initial 90-day Trial Period, simply return all CPE Reports and other TIA Work Product, and TIA will refund all subscription and report fees.