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?
- Extensive Analytical Abilities
- Unique Proprietary Analytical Tools
- Implementation of the Prudent Principles within Life Insurance Fiduciary Ethos©
Comprehensive Analytics, Inc. (Overview):
- 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.
- 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.
- An outsource colleague for life insurance analysis and advanced risk management planning expertise and counsel.
- 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.
- 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.
- Elite Advisors are exposed to a new approach of analytical planning; we call this environment LIFE 180°®.
- 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.
- 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.