Define
Clarify the objectives, advisory roles and scope of the case.
For Professional Advisors
Extend your team.
Preserve the planning intent.
A life insurance resource for attorneys, CPAs, RIAs and insurance professionals serving clients with complex planning needs.
Advisor collaboration
Specialized perspective.
Connected execution.
The insurance work should strengthen the client’s broader plan.
1911 works alongside the existing advisory team, connecting planning objectives with policy analysis, underwriting, sourcing and placement. Clear roles and communication help keep the process focused.
Engagements can begin with an existing policy, a funding question, a business transition or a broader wealth-transfer objective. An initial discussion establishes the scope and identifies the information needed for a useful review.
Start an advisor conversationA coordinated process
From the first question
to the next review.
Evaluate
Review existing coverage, insurability, funding and potential alternatives.
Coordinate
Bring underwriting, market options and professional input together.
Maintain
Support documentation, implementation and periodic reassessment.
Useful starting points
Bring the planning question.
An initial conversation can establish the appropriate next step before sensitive records are exchanged.
An existing portfolio
A policy no longer matches the client’s needs, funding assumptions have changed or the portfolio has not been reviewed recently.
Policy auditsA liquidity requirement
A business transition, family equalization objective or estate plan creates a need to evaluate future liquidity.
Wealth transferA market question
A client needs to evaluate current insurability, available coverage or potential value in an existing contract.
Market expertiseLearn alongside fellow advisors.
Our virtual study group is open to financial advisors of all genders. Sign up for an invitation from Beth.
Join the study groupFor professional advisors
Let’s discuss the case.
Start with the planning objective and a general outline. The team can then coordinate the appropriate next steps.
Contact 1911