Stewardship Support Program

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.

  • Ongoing management of life insurance assets to help assure continued alignment with maturing objectives and changing circumstances.
  • Program is customized to your needs.
  • You will receive

    • Annual update of LIFE ℠  Report
    • Open access to advice (up to 1 hour per year)
    • Annual conference for review of objectives and circumstances
    • Specific updates of ratings action on your company


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