The Advisors Resource Center is a service to allied trusted advisors who have questions and requests regarding insurance and annuity products, as well as planning concepts for their clients.
Farr & Associates' specialized focus lets other advisors, such as CPAs, CFPs, attorneys and investment specialists, remain confident about referring us to their highly valued clients.
• Instant quote verification and competitive analysis
• Policy appraisals - replacement analysis
• Obtaining in-force ledgers - quantifying existing policy performance
• Insurance placement for medically impaired risks
• Review of estate planning documents
• Opinion letters - expert witness services
• Negotiation of the sale of a policy to an institutional (life settlement) buyer