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Request a CFA analysis
Have a Chartered Financial Analyst (CFA) review a premium-financed or large permanent case: loan structure, rate risk, collateral, policy assumptions and the client's balance sheet.
Independent analysis
A second set of eyes on the numbers
- Loan and rate risk. The plan tested at current and higher rates.
- Collateral. What could be called each year, and from which assets.
- Assumptions. Crediting rates and policy design checked against the illustration.
- Balance sheet fit. Expected portfolio return compared with the cost of borrowing.
Prefer to talk?
(352) 720-0088
contact@oakinsurancegroup.com