Our Mission and Overview

Our Mission Statement:

Comprehensive Analytics mission is to provide an environment of fiduciary protocol in life insurance and annuity planning. Our passion is to assist Financial Planners and Fee-Advisors, as well as their firms, in serving their clients with the highest quality of care, due diligence, fairness, and fiduciary standards. Our systems offer a win-win: We provide the advisor complete fiduciary protocol; The client receives best-in-class service.

What qualifies us to accomplish this mission?

  • Experience
  • Autonomy
  • Knowledge
  • Skills
  • Extensive Analytical Abilities
  • Unique Proprietary Analytical Tools
  • Implementation of the Prudent Principles within Life Insurance Fiduciary Ethos©

Comprehensive Analytics, Inc. (Overview):

  1. A professional association with financial planners, advisors, consultants and firms committed to a high standard of fiduciary and ethical obligation in life insurance and annuity planning.
  2. Qualified and Experienced. We embrace the values of fee-engagement planning, but also understand how to appropriately conclude whether a commission-based product is the best unbiased choice for a given application.
  3. An outsource colleague for life insurance analysis and advanced risk management planning expertise and counsel.
  4. A leader in products and services related to fee-engagement life insurance planning. Our products include proprietary analytical tools and processes that are unmatched. Our services are specialized, reliable, and customizable to meet your specific requirements.
  5. Comprehensive Analytics does not represent a particular life insurance carrier. Rather, our processes help to select the appropriate policy offered by the most suitable carrier to achieve the identified purpose.
  6. Elite Advisors are exposed to a new approach of analytical planning; we call this environment LIFE 180°®.
  7. We work with Elite Advisors who represent a variety of professional designations, including: CFP, CLU, ChFC, LIC, JD, CFA, CFS, CPA, ChFP, FLMI, RFC, and LLIF.
  8. Comprehensive Analytics offers opportunities for broker-dealers, advisory firms, and professional organizations as well. Their Representatives also benefit from a sampling of the services we offer.

We have designed our Retainer Agreements to accommodate a broad range of professionals; from the individual advisor to the larger advisory firm. Give us a call at (586) 745-7037 today.