Individuals
For individuals who need and objective review of their established life insurance policy portfolio, BeneVento Capital will conduct a comprehensive audit and multi-variant statistical analysis of life insurance policies.
The results of this audit will demonstrate if the existing policy is performing as represented or elucidate pitfalls in continuing coverage.
Based on the outcomes of this comprehensive audit, BeneVento Capital will make recommendations—offering options with only the most highly-rated insurance companies.
Trustees
Trustees can partner with BeneVento Capital to leverage our expertise and neutrality to help satisfy fiduciary responsibility to their clients and full fiduciary compliance.
When an objective review of a trust’s life insurance assets in needed, BeneVento Capital will conduct a comprehensive audit including a multi-variant statistical analysis—exercising more than 5,000 algorithms—to determine probabilistic outcomes of the managed assets.
The results of this audit will demonstrate if the existing policy is performing as represented or elucidate pitfalls in continuing coverage.
Based on the outcomes of this comprehensive audit, BeneVento Capital will make recommendations—offering options with only the most highly-rated insurance companies.
Wealth Management Advisors
Wealth Management Advisors can deliver increased value to their clients and demonstrate good financial stewardship by partnering with BeneVento Capital as a neutral third party to asses their client’s life insurance portfolio.
BeneVento Capital will conduct a comprehensive audit including a multi-variant statistical analysis—exercising more than 5,000 algorithms—to determine probabilistic outcomes of the life insurance portfolio as a component of overall family wealth objectives.
The results of this audit will demonstrate if the existing policy is performing as represented or elucidate pitfalls in continuing coverage.
Based on the outcomes of this comprehensive audit, BeneVento Capital will make recommendations—offering options with only the most highly-rated insurance companies
Attorneys and CPAs
Attorneys and Certified Public Accountants who need an objective, independent assessment of their clients’ life insurance portfolios, can partner with BeneVento capital to conduct a comprehensive audit and statistical analysis of their life insurance policies to determine the viability of these assets.
BeneVento Capital will conduct a comprehensive audit including a multi-variant statistical analysis—exercising more than 5,000 algorithms—to determine probabilistic outcomes of the existing policies.
The results of this audit will demonstrate if the existing policy is performing as represented or elucidate pitfalls in continuing coverage.
Based on the outcomes of this comprehensive audit, BeneVento Capital will make recommendations—offering options with only the most highly-rated insurance companies.