Optimize - Make Recommendations to Improve 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.