Pricing

Monthly Subscription -- $99.00 per month (Individual-User and Multi-User available)-Satisfaction Guaranteed:

Monthly subscribers have access to unlimited Confidential Policy Evaluator (CPE) Research Reports at a flat rate of $125 per CPE Research Report (a 75% discount off the non-subscriber fee). The $99.00 per month (for 12 months) subscription fee more than pays for itself by preparing just one CPE Research Report for just one client a month. Also, using CPE just once a month generates $6,000 in new fee income (at the $500 suggested CPE Report Preparation Fee), and can save your clients literally thousands of dollars (e.g., CPE has already helped advisors save clients an average of 37%). On the other hand, if after preparing 3 reports, you do not find CPE to be a valuable research tool, simply return the 3 reports for a full refund of all subscription and report fees. Click here to sign-up for the NO-risk trial. 

NEW! Exclusive Monthly Subscription for Certified Financial Planners® (CFP®s) --$199.00 per month (Individual-User ONLY):

Monthly CFP® subscribers have access to unlimited Confidential Policy Evaluator (CPE) Research Reports at a flat rate of $199.00 per month (for 12 months). There is no additional charge per CPE Research Report. If after preparing 3 reports, you do not find CPE to be a valuable research tool, simply return the 3 reports for a full refund of all subscription fees. Click here to sign-up for the NO-risk trial.  (REMEMBER to type CFP in the promotional code field)

Enterprise Licenses for Multiple Sites:

Enterprise licenses are available for national and international firms with multiple locations. Enterprise licensing allows your firm to take advantage of volume discounts and entitles advisors at multiple locations to receive Confidential Policy Evaluator (CPE) Research Reports at a set fee. Your firm may also qualify for an enterprise license if it serves as a single point of contact for users throughout a network of associated sites. Contact us to request more information about enterprise license fees.

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Confidential Policy Evaluator (CPE) Research Report Fees:

Single CPE Research Reports -- $125 (Individual-User and Multi-User Subscribers ONLY):

Single Confidential Policy Evaluator (CPE) Research Reports are available to Registered Users at $125 per report when completed online. To request a CPE Research Report comparing the appropriateness and performance of a proposed or existing policy, simply go to Request CPE Research Report.

Single CPE Research Reports -- $500 (Non-Subscribers):

Single Confidential Policy Evaluator (CPE) Research Reports are available to Non-Subscribers at $500 per report when completed by TheInsuranceAdvisor.com staff. To request a CPE Research Report comparing the appropriateness and performance of a proposed or existing policy, simply go to Request CPE Research Report.

Policy Cost Extraction (PCE) – No additional charge:

Don’t have the Detailed Policy Accounting pages needed by CPE? First try using the sample Request for Illustration (RFI) letters available free of charge in the CPE Section of our website. If the insurer cannot provide Detailed Policy Accounting pages (as is the case for Whole Life products) or refuses to provide to year-by-year policy expenses (as can be the case for old Universal Life products no longer supported), CPE can actually use illustrated premiums, cash values and death benefits that are provided, and apply generally accepted actuarial principals to extract underlying year-by-year policy expenses. A copy of the Policy Contract is required in lieu of the Detailed Accounting Pages.