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Client Resources

Measuring Plan Performance


“What is the cost to meet my unmet insurance need?” you might ask.  As insurance advisors, we’ll help you understand how to evaluate the cost, so you can make an informed decision.


Two methods that most insurance advisors use to measure insurance policy performance include the Simple Cash Flow Comparison and the Net Present Value (NPV), but we recommend neither.


Enter your email address below to get our free white paper explaining the two best methods available.