Life Insurance Audits
BeneVento Capital and its select team of experts will audit in-force ledgers and existing life insurance policies to optimize investments for individuals, trustees and financial advisors.
The comprehensive audit process formulated by BeneVento Capital, includes a multi-variant statistical analysis exercising more than 5,000 algorithms to determine probabilistic outcomes.
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 the audit, BeneVento Capital will make recommendations—offering options with only the most highly rated insurance companies.
Premium Finance
BeneVento Capital works with high-wealth clients and their most trusted financial advisors to acquire needed life insurance through a cashless transaction.
A unique process developed by BeneVento Capital, applies multi-variant statistical analysis to pinpoint and correlate numerous data points to isolate risks associated with these complex transactions.
The results of BeneVento Capital’s meticulous, statistical analysis provide clarity for the client and their financial advisor to make prudent investment decisions.
Life Settlement
BeneVento Capital and its select team of experts offer a unique opportunity for individuals or families who own unwanted or unneeded life insurance policies.
Life Settlement options give clients access to fair market value for their policies rather than settling for a lower cash surrender value.
BeneVento Capital researches and analyzes the universe of life settlement options helping the client to identify and choose the most competitive offer.
Annuities
When annuities are an appropriate investment element as part of a complete financial plan, BeneVento Capital’s select team of experts will conduct statistical performance analysis comparing annuities to other investment options.
The outcomes of this thorough analysis process will provide the client the information necessary to make prudent financial choices.