5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com

Design Service

Design

The AUCTORIS Design Team has been carefully recruited with a collective of over 100+ years of experience in succession planning and the life insurance industry. AUCTORIS has committed to creating a design team that consists of individuals with varying degrees and designations which include but are not limited to J.D., CPA, MBA, CFP, CLU and ChFC. We specialize in estate tax and life insurance design strategies, that when implemented with our customized planning strategies, may significantly reduce your risk or liability whether it be personal or business related.

Life insurance design requires diligent assessment to assist in the selection and illustration of the best available product(s). Our team, in conjunction with you and your advisors help, determine what the right type of insurance is for your needs. We take the time to help you answer the following questions:

  • What is the objective for the life insurance I am buying?
  • What type of life insurance should I get?
  • How long will I require the death benefit?
  • What premium duration do I prefer to pay?
  • How important is the ability to control and change the underlying investments in the policy?
  • How important is policy flexibility?
  • Would I want access to the cash values in the policy in the future?

Based on your input we use our vast knowledge of the industry to determine which products may best meets your goals and objectives. We then analyze those products and provide you with options to allow you to select the product that most closely supports the stated goal.

You relationship with AUCTORIS does not end with your purchase of life insurance. After the implementation, our Client Service department provides comprehensive policy reviews. As a result of this holistic planning, we are proud to have fostered client relationships over multiple generations and look forward to being of service to you.

Life Insurance Evaluation 
Take Our 5 Question Review. Make Sure You’re On Track With Your Life Insurance. Click here to download.

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