Learn the basics of life insurance policy loans, how they work, the benefits and risks involved, and why careful planning is key.
Resiliency of the U.S. Life Insurance Industry
In troubled times, the public has relied on the life insurance industry to steady the course. And with good reason.
Tenzing Maps: Annual Policy Reviews
Life insurance policy reviews are an essential cornerstone of our ongoing commitment to exceptional client service. At Tenzing Insurance Strategies, we understand that a life insurance policy should evolve as each client’s life does. That’s why we emphasize an intentional and proactive life insurance policy review process, designed to help ensure coverage stays aligned with financial goals over time.
Tenzing Talks: What Sets Our Annual Reviews Apart
Life doesn’t stand still, and neither should a life insurance strategy. Each year, we take time to review every client’s in-force life insurance coverage to help ensure it still aligns with needs, goals, and planning strategies. This month’s Tenzing Talks video walks through how the review process reflects our commitment to proactive, personalized service.
Core Values in Action: Independence & Objectivity
In our first Core Values in Action series video, we share a real-world example of how our independent approach helped a client navigate complex insurance options with confidence. By requesting bids from multiple carriers and providing transparent analysis, we helped the client and their advisory team to make a fully informed decision.
Basecamp Briefs: Meet the Team – Introducing Jon Liebeskind
Meet Jon Liebeskind. Providing high-net-worth clients and their advisors with thoughtful, well-structured life insurance strategies requires attention to detail and collaboration. Jon plays a crucial role in analyzing client needs and working alongside the Tenzing team to develop thoughtful approaches that align with long-term goals.
Basecamp Briefs: Meet the Team – Introducing Pearl Baron
At Tenzing Insurance Strategies, attention to detail and seamless coordination are key to delivering exceptional service. Pearl Baron, Executive Assistant to Ken Knox, plays a vital role in ensuring the precision and professionalism our clients and their advisors rely on.
Basecamp Briefs: Meet the Team – Introducing Janine Bent
When applying for life insurance, having the right team on your side can make all the difference—especially if you have a health history that could impact underwriting.
Meet Janine Bent, Director of Client Services. Janine works directly with clients and advisors to navigate the underwriting process, helping to ensure that every application is positioned for the best possible underwriting outcome.