Membership Information

We become your outsourcing partner through the environment of LIFE 180°® in which we work with you and your firm. This relationship allows you to have “Subject Matter Experts” (SME's) to assist you whenever there is a need for plan or policy analysis, advanced planning strategies, case development and more. The member can access the experience and expertise of Comprehensive Analytics through LIFE 180°® (Life Insurance with Fiduciary Ethics) on a discounted fee-engagement basis.

Concept consultation is a membership benefit to assist with the reorientation process, so that the new member can get an understanding of the dynamics involved to transition into this new paradigm of fiduciary insurance design and planning. Also included in this consultation, is our Benchmarking system for determining the basis of fees that can be developed on each individual case.

Special “Members Only” Webinars are scheduled throughout the year where members can get “hands-on” exposure to marketing and case development.

Stinger Reports (e-mail) supply strategies with the integration of fee-based insurance, keeps our members up-to-date in industry trends, planning developments, “red-flag” alerts on questionable planning strategies and product merchandising, as well as other news of interest.

Our Newsletter (e-mail) which contains information and articles related to comprehensive financial, estate, and business planning concepts. Interviews with members and industry leaders, along with points of interest round out the content.

“Members Only” section which provides proprietary planning concepts, fee guidance, member only discounts, newsletter archive, and more.

We have designed our membership levels to accommodate a broad range of professionals; from the individual advisor to the larger advisory firm.

We encourage you to call (888) 854-0931 to schedule a conference call for discussion as to which of the four levels of membership would best fit your practice model and goals.