e4 Brokerage

e4 Brokerage, LLC

2280 45th St. South, Suite C

Fargo, ND 58104

701-356-1270

Toll Free: 866-356-3203

A LifeMark Partner

AiM Policy Review

"AiM for the most out of your Life Insurance"

Leverage the Power of AiM Policy Review

Dan is the creator of the AiM Policy Review, which helps agents and their clients maximize their life insurance policies. The process takes advantage of the latest innovations, products, and financial strategies available.

The three-step process can help you evaluate your clients' current policies. We provide you with guidance on the various and continual changes in the life insurance industry (interest rate changes, new health classifications, carrier ratings changes, etc.) and ensure that your clients are getting the most out of their life insurance policy and annuities.

The three steps are:

  • Analyze
  • Improve
  • Maximize
Analyze

Our agency will take an objective look at your policies, one by one. We review why the policy was originally purchased and whether it still meets the financial objectives. We incorporate new obligations and goals in your client's life, along with other issues that affect their life insurance needs. We also make certain your policy performs as you planned, isn't underfunded, and that it will be there whenever it is needed.

Improve

Once we have completed that analysis, we will help you compare your client's current policy to others available in the marketplace. We may find that it continues to be well suited to their financial needs. But we often discover that their program can be improved, taking advantage of the latest innovations and improved pricing available in the industry. We will ensure that you are working with top rated carriers that are highly regarded in the industry. e4 Brokerage brings you access to the top-rated financial carriers, so we'll present comparisons that provide improved performance, not just lower premiums or increased coverage.

Maximize

Your clients' long-term financial interests are our top priority. We go beyond analysis and improvement of your clients' policies and find ways to meet their goals for the future.