Individual Services

C.A.R.E.℠ Report - Cash Availability Risk Evaluation Report

CARE is a review of whether or not you will have enough cash to accomplish your legacy objectives. We help you explore and define your goals and determine if your life insurance and other assets may be sufficient to reach your objectives, based on various assumptions about the future, such as interest rates and inflation.

Learn more about the CARE ℠  Report

L.I.F.E.℠ Report - Life Insurance Fiscal Evaluation Report

A review of a specific life insurance policy, its alignment with your objectives and its estimated performance in light of your goals.

Learn more about the LIFE ℠  Report

P.U.R.E.℠ Report - Policy Upgrade Risk Evaluation Report

A review of options with an existing policy when considering a proposed “upgrade”

Learn more about the PURE ℠  Report

 V.I.P.℠ Report - Valuation of Insurance Property Report

An actuarial assessment of the present value of an existing life insurance contract

Learn more about the VIP ℠ Report

Premium Adequacy Report 

A stand alone, quick review to help determine the approximate premium to keep the policy in force to meet your objectives.

Learn more about the Premium Adequacy Report 

Stewardship Support Program (SSP) 

Ongoing management of life insurance assets to help assure continued alignment with maturing objectives and changing circumstances.

Learn more about the Stewardship Support Program (SSP)

General Consulting

Specific project support for life insurance uses and policy performance evaluation.

Neither Petra Life Services, Inc. nor its representatives may give you tax or legal advice. We recommend that you consult with, and rely on, your own tax and legal advisors about the concepts presented in these materials.

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