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Institutional Fiduciaries

A simple, low-cost, end-to-end solution for protecting yourself and better serving clients.

As a trustee, you have likely struggled with your duty to investigate the suitability of life insurance products for your clients. You have seen the increasing number of breach of fiduciary duty lawsuits and challenges citing the Uniform Prudent Investor Act (UPIA). Unfortunately, you have also had to contend with an absence of clear guidance and tools that would protect you from risk, document your compliance with Prudent Investor requirements, and objectively demonstrate the quality of the services that you provide your clients. Fortunately a comprehensive solution is now at hand that not only addresses your Prudent Investor responsibilities, but also helps you better serve your clients.

Veralytic’s independent research reports provide an objective, facts-based solution that is compliant with both industry regulations and established case law.

Financial and insurance industry authorities consider comparing illustrations of hypothetical policy values to be “misleading” and “improper”. Many consultants claim to document life insurance suitability, but their services are based upon these hypothetical illustrations, individual expertise, and subjective opinion. Veralytic instead provides empirical research through its patented algorithms and the industry’s largest database of thousands of life insurance products from hundreds of life insurance companies. For a small, cost-effective fee Veralytic reports document your efforts to comply with the Uniform Prudent Investor Act (UPIA) Sections 7 and 2(c)(5), and help protect you against lawsuits and challenges.

For more information on how you can take advantage of Veralytic research, please visit our Contact page.