Insured Services

Our professional Portfolio Servicing Coordinators develop a personal relationship with the insured or their designated contacts through consistent quarterly communication.  These relationships allow us to better serve our clients when we need additional documents signed or require updated information.

Life Equity is also able to leverage our outstanding relationships and efficient processes to save our clients time and money when they require:

  • Updated physician or medical records
  • Life expectancy reports
  • HIPAA-compliant releases