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.