A strong foundation of operational excellence ensures clients and advisors receive the highest level of service. As Director of Operations, Tracy Fitzsimmons plays a key role in overseeing smooth business processes, including the development of comprehensive annual policy reviews to help keep client strategies aligned with their evolving needs.
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.
Your life insurance policy may have served you well at the time it was purchased, but policies—and your needs—change over time. At Tenzing Insurance Strategies, we specialize in reviewing existing life insurance policies to determine if improvements are available. Whether your goal is to reduce costs, enhance policy features, or address specific concerns, a policy replacement may be the right path.
This whitepaper explores why replacements are possible, highlights potential improvements, and shares real-life examples of how other clients have improved their policies.
For years, many high-net-worth clients with complex health histories faced challenges in obtaining life insurance—compromising key estate and wealth transfer strategies. But the landscape has changed.
A decade ago, obtaining life insurance with a medical condition was often difficult—sometimes impossible. But things have changed. Advances in medical science and underwriting mean that more people qualify today than ever before.
As underwriting continues to evolve, tax, legal, and wealth professionals need a quick and effective way to understand how different health conditions impact life insurance eligibility.
If you’ve ever wondered whether you qualify for life insurance based on your health history, our latest Tenzing Maps infographic makes it simple.
The underwriting landscape for life insurance is evolving. With improved mortality models and data-driven risk assessment, clients with complex health histories now have new pathways to obtaining coverage.
If you’ve ever been told that a past medical condition could make it difficult—or even impossible—to get life insurance, it may be time to take another look. Underwriting today is different than it was 10 years ago, and many people are surprised by their options.
At Tenzing Insurance Strategies, a personalized approach is at the heart of every engagement. Our goal is to craft life insurance and estate planning strategies that align with the unique needs and objectives of each client.