Get The Facts
Download our step-by-step workbook, complete with a checklist, case studies, and other details about the service.
The Tenzing Advantage
We’ve been reviewing life insurance policies for over twenty years. Most of our clients have been referred to us by tax, legal, and investment advisors, and we believe there are so many other people whose policies haven’t received this kind of attention and advice.
With tax-free exchanges, we have been able to increase policy death benefits for some clients by up to, and even over, 100% for no additional out-of-pocket cost.
Why review your life insurance policy?
If you’ve had a permanent life insurance policy – such as Whole Life, Universal Life, Variable Life, or others – for several years, consider asking yourself:
1
Does your coverage still meet your needs?
2
Has your policy been reviewed by a third party recently… or ever?
3
Is your policy performing to your expectations?
Our Process
Fill out the online questionnaire.
Takes just 2-3 minutes to complete!
Receive instant feedback.
If your policy is a good candidate for improvement, we’ll provide simple steps to get the information we need to complete your policy review.
We’ll complete a preliminary analysis of your current policy or policies and show you alternatives for improvement.