As an M Financial Member Firm, we offer innovative insurance strategies backed by access to products, carrier access, and deep knowledge.
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.