Optimize - Make Recommendations to Improve Plan Performance
Improving Plan Performance
Based on your stated goals, Plan Trackers will help you make changes in order to effect one or more of the following:
- Maximize death protection for the least overall out-of-pocket outlay.
- Using Plan Trackers tools, suggest procedures that may boost the IRR (internal rate of return) on the living values (cash surrender value) of your plan.
- Using Plan Trackers tools, suggest ways to improve overall income distributions from your policy.
- Based on Plan Trackers research on the insurance marketplace, inform you if there are newer products available that might, over time, outperform what you currently have.