PORTFOLIO MANAGEMENT

Pricing

Once the selection criteria are known, policies can then be submitted into our system for customized pricing using our proprietary software that automatically prices each policy when either submitted singly or as an entire portfolio. Pricing parameters can be set to desired preferences and the results (such as minimized premium streams, mortality curves, COI, expenses, etc.) are available in minutes. Since inception, we have priced over 10,000 policies which are then stored in a secure online environment.