Client Services

Core Client Offerings

Once a client joins the Veridion Platform, we deliver a comprehensive suite of services tailored to enhance plan outcomes.

Renewal Management

Renewals Matter

Renewals are the foundation of long-term success for life insurance plans. Veridion’s innovative approach adapts plans to evolving needs, reduces costs, improves efficiencies, and ensures optimization for sustained success. Through in-depth annual reviews and ongoing management, we proactively address risks and opportunities.

By collaborating with your broader advisory team, we ensure policies align seamlessly with your financial plan for comprehensive and lasting results.

Investment Management

Returns Matter

Veridion’s proprietary Modified Dollar Cost Averaging (MDCA) insurance investment strategy maximizes cash value growth. Leveraging advanced technology and systems, we provide monthly insights, positioning charts, and letters, along with seamless white-label integration.

Our premium optimization strategies deliver long-term value tailored to your unique needs.

Premium Finance Loan Management

Rates Matter

Veridion simplifies premium finance loans with comprehensive management—from securing competitive terms to optimizing renewal schedules.

Our proactive approach reduces costs, improves liquidity, and clarifies complex financing structures. Through collateral and loan structure reviews, we ensure optimal terms and greater financial flexibility for clients.

Veridion simplifies premium finance loans with comprehensive management—from securing competitive terms to optimizing renewal schedules.

Consulting

Results Matter

Veridion delivers expert, technology-driven solutions to structure and restructure insurance portfolios. By addressing complex challenges, we craft innovative strategies that drive sustained success, enhance efficiency, and seamlessly integrate with your financial and legal advisory teams.

In addition to our core services, we offer a range of expanded solutions designed to meet unique client needs.

Core Client Benefits

Maximized Value and Efficiency

Veridion’s proactive management ensures insurance plans are optimized for growth and cost efficiency, whether through higher investment returns from our proprietary strategies or reduced financing costs by securing better loan terms, all aligned with evolving financial goals to deliver sustained long-term value.

Enhanced Protection

Our expert oversight safeguards portfolio performance with adaptive strategies that mitigate risks, such as adjusting funding schedules to protect against market volatility or restructuring plans to address unexpected financial changes, ensuring stability in any environment.

Transparency and Control

Through advanced reporting and technology, we provide real-time updates and clear insights, including monthly updates on plan values, funding progress, and investment performance, giving clients confidence and peace of mind in managing their life insurance portfolios.

Creative and Cutting Edge Solutions

Our innovative technology and expertise streamline intricate processes, such as managing premium finance loans with complex renewal schedules or integrating advanced investment techniques, transforming challenging strategies into seamless, effective solutions for advisors and clients alike.

Enhanced Client Management

Everyone.

Drives Better Outcomes for

Maximizing Value Example: How Veridion Transformed a $10M

Cash Value Policy and $9M Loan

Investment Returns

1% annual higher investment return improvement on $10M = $100K growth/year.
Compounding delivers greater long-term gains.

Loan Savings

0.5% annual loan rate reduction on $9M loan = $45K annual savings.
Improves liquidity and reduces financing costs.

Total Impact

Proactive management = $145K improvement/year.
Precise adjustments drive measurable results.