Policy Administration Services

At Sandor, we have an in-house compliance department to thoroughly review all policy transactions.

Our services include:

• Reviewing all insurance application information provided by the insured at policy inception;
• Assessing coverage, policy type, loans against the policy, and cash value;
• Verifying the address and contact information of the insured;
• Evaluating the insurance company’s financial rating and ensuring the Insurance Company is domiciled in the US;
• Thoroughly reviewing the terms of the Insurance Policy;
• Reviewing medical data and obtaining Life Expectancy (as required);
• Preparation and delivery of contract closing documents;
• Obtaining relevant Verification Of Coverage (VOC) from the applicable insurance carrier or insurance agency;
• Calculation and optimization of life insurance premium payments; and
• Ensuring all documents/releases that are required have been signed and executed.

Other customized services are available for clients. Please Contact Us to discuss your specific requirements.