Are you putting your premiums to work hard for you?
– Insurance Portfolio Optimzation (IPO)
It is typical that your insurance portfolios has 10, 15 or even 20 policies which you have acquired over the years. You have faithfully been paying premiums for the last 20 years. Have you ever wondered if your insurance portfolio is efficient and effective?
I have across many occasions where clients are paying too much and been covered for too little. This is inefficient use of resources.
I have also come across many occasions where clients have too many small polices in their insurance portfolios. This is ineffective in achieving a financial objective.
Both ways is wasting of resources.
So, “insurance portfolio optimization” exercise seeks to achieve the following objectives:
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