Consider this FREE portfolio analysis as an unbiased form of 'check and balance', a way for you to make sure your portfolio follows the objectives of your investment plan.

Essential topics that may be considered in our analysis:

• NAIC ratings and security reporting under new guidelines
• RMBS rating and pricing based on PIMCO grid and SSAP 43R
• Diversification and allocation recommendations based upon surplus levels
• Competition analysis
• Portfolio review as it relates to company products and liabilities