My Life Savings - Policy Review Software
At Copperstone Partners, our focus is on bringing the best possible solution to the client at the best possible price. We realized early on that to accomplish this on a regular basis was not only a challenge for us, but for all Life Insurance agents. We needed to be able to quickly determine if what a prospective client already owned was the best possible solution, based on information the client had at their fingertips.
With this in mind, we developed our own propriety technologies to add additional value to clients and their advisors. Our patent pending policy review software, My Life Savings, is now being deployed by other large institutions to help clients/advisors assess current life insurance policies.
For more information on My Life Savings please visit our website at www.mylifesavings.com