Help clients utilize participating life insurance policy for estate planning and retirement planning. Help corporation clients to utilize IFA(Immediate Financing Arrangement) and leverage the maximum benefit on corporate invested assets from tax, inside the life insurance policy, during their lifetime.

Processing new policies and policy renewals, changes, additions, deletions and cancellations;Composing and distributing routine correspondence;Calculating adjustments and premiums on policies and other insurance documents;Communicating directly with underwriters to follow up or obtain additional information;Reviewing and proofreading all assignments, obtaining proper signatures and dispensing as appropriate;Calculating adjustments and premiums on polices and on other insurance documents;Leads by example by demonstrating and sharing with all lines of business the importance of best practices