We are a fiduciary-based life insurance advisory firm, born out of necessity. Our unique firm has expertise that spans across the financial services, tax, legal and insurance industries. We take the guesswork out of your clients life insurance portfolio management by relying on rules of objectivity, transparency and disclosure. At PolicyLogix, our team brings a collaborative approach and process to our work. Whether youre an Attorney, Trustee, Financial Counselor, CPA or other Professional Advisor, let us help you create exponential results for your clients while ensuring that you are properly fulfilling your fiduciary responsibility. Our goal is not only to remove the burden of risk, but also to help you build more rewarding client relationships.
We are a fiduciary-based life insurance advisory firm, born out of necessity. Our unique firm has expertise that spans across the financial services, tax, legal and insurance industries. We take the guesswork out of your clients life insurance portfolio management by relying on rules of objectivity, transparency and disclosure. At PolicyLogix, our team brings a collaborative approach and process to our work. Whether youre an Attorney, Trustee, Financial Counselor, CPA or other Professional Advisor, let us help you create exponential results for your clients while ensuring that you are properly fulfilling your fiduciary responsibility. Our goal is not only to remove the burden of risk, but also to help you build more rewarding client relationships.
Company Information
- Industry
- Insurance
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 19200 Von Karman #500 CA Irvine
- City
- Region
- Postal Code
- 92612
- Country
- United States