Administrative Services include:

  • Account Rebalancing*
  • Separate Account Performance Reviews*
  • Portfolio Allocation Models*
  • Facilitate Underwriting and Policy Placement
  • In-force Policy Administration
  • Claims Administration
  • In-force Illustrations
  • Beneficiary Changes
  • Address Changes

Please ask to speak with Kathy Barnett, VP Client Services, at 734-214-9770 ext. 203 or another team member to help expedite any administrative request.