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Life Insurance Analysis

The Confidential Underwriting Process™


Life insurance can be an ideal financial tool to meet a variety of financial and estate planning needs.

Ensuring that you achieve the ideal positioning of this tool, most favorable medical underwriting and optimal product selection can be a difficult task.

The Confidential Underwriting Process™ (CUP™) is an industry leading process that seeks to maximize the value of both existing life insurance and yet to be acquired life insurance.


The CUP™ provides answers to questions such as:

  • Is there someone who can coordinate my information and be my medical advocate during the underwriting process?
  • If life insurance is part of my game plan, how do I acquire it with the least amount of headache?
  • Was my current life insurance policy written with a strong carrier and optimized to get the most coverage for the least cost?
  • Can I keep my health data from being seen by the Medical Information Bureau?

Other benefits of The Confidential Underwriting Process™ also include:

  • Peace of mind knowing you have received the best medical offer and most fairly priced contract
  • Maximizes the leverage your life insurance can provide
  • Increased clarity for an often misunderstood financial tool


Our retained Medical Doctor directs your health information to dozens of carriers through a discreet process. During this process the most complete and best health picture is presented to dozens of life insurance carriers.

Subsequently, the top offers from the various companies are received and analyzed by our team. We match the best underwriting results to the appropriate product and optimized solution. We then discuss all of this information with you so that you can make

It would be our pleasure to be a resource for you and your family. Please contact us to explore how we can help you get back to what matters most.