PolicyLogix
Irvine, United States (US) · Finance and Banking
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Data quality
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#fiduciary & regulatory compliant life insurance review
#independent life insurance pricing and performance
#trust owned life insurance (toli)
#life insurance tax
#loans
#ratings
#suitability
#1035 exchange
#irrevocable life insurance trusts (ilit)
PolicyLogix is a US-based life insurance advisory firm specializing in fiduciary-based solutions for professional advisors.We help attorneys, trustees, financial counselors, CPAs, and other advisors navigate the complexities of life insurance portfolio management, ensuring compliance and maximizing client benefits.PolicyLogix provides expert services including independent life insurance pricing, performance analysis, TOLI strategies, and 1035 exchange guidance.
Overview
We help attorneys, trustees, financial counselors, CPAs, and other advisors navigate the complexities of life insurance portfolio management, ensuring compliance and maximizing client benefits.
PolicyLogix provides expert services including independent life insurance pricing, performance analysis, TOLI strategies, and 1035 exchange guidance. Our commitment to objectivity, transparency, and disclosure allows our clients to confidently fulfill their fiduciary responsibilities and build stronger client relationships.
Founded in 2010, PolicyLogix offers a collaborative approach and a deep understanding of the insurance, tax, legal, and financial industries, providing peace of mind and exponential results for your clients.
Contact Details
Irvine, United States (US), 19200 Von Karman #500
Founded
2010
Company Type
Private Limited Company
Employees
2-10
Keywords
#fiduciary & regulatory compliant life insurance review
#independent life insurance pricing and performance
#trust owned life insurance (toli)
#life insurance tax
#loans
#ratings
#suitability
#1035 exchange
#irrevocable life insurance trusts (ilit)
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