Tools & Services

A curated collection of life insurance consulting resources, tools, and professional services.

Consulting & Advisory

OC Consulting Group — specialist life insurance consulting resource.

Life insurance consulting resource by Bill Boersma.

Expert witness and litigation support for life insurance matters.

Independent third-party life insurance policy management.

On Life Insurance — expert commentary and analysis.

Educational estate planning and life insurance videos by attorney Marty Shenkman.

Curated research articles and resources on life insurance topics.

Life Insurance | Annuities | LTC | DI brokerage services.

NAPIC — professional association for insurance council members.

Explore alternatives to traditional term life insurance.

A structured decision framework for implementing life insurance strategies.

Professional life insurance policy valuation services.

Calculate and analyze historic variability in life insurance policy performance.