Certified Insurance Consultant – licensed to prepare objective research reports

Certification requires advanced training in multiple areas of insurance planning

Allows JR Select, Inc. to assist clients & advisors on either a fee or commission basis

Able to prepare independent studies per client/advisor specifications, requests

Provides 3rd party review of insurance proposals under client consideration

Customized fiduciary review process for Trust-Owned Life Insurance (TOLI) policies

Recommend changes to bring TOLI policies into compliance with Uniform Prudent Investor Act
and fiduciary standards of care

Available for free consultation to determine viability of research projects