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Life insurance is usually an overlooked asset

These stories demonstrate the value our experience and insurance-only focus deliver to clients and advisors.

An estate-planning attorney for a retired Florida couple asked us to review their insurance coverage to see if we could lower their premiums. After a Policy Alignment Report Analysis, we found a way to make an even more meaningful improvement. Click to hear the premium elimination story.

One client couple had a "success problem". Their estate had appreciated significantly and they needed to revisit their plan for an insurance policy funding estate liquidity. Hear how we helped them achieve a 68% increase in estate liquidity with no increase in premium.

If you have multiple insurance policies from the same insurance company, you are unequivocally paying too much. Listen to how $6 million in coverage grew to $10.4 million with no added costs through policy consolidation.

Not all life insurance policies are created equally! Insurance companies create their products with specific groups of people in mind. Click and learn how our experience and expertise in navigating a very complex marketplace can find the right policy for an individual.

Our business focus is singular and deeply focused. See how this concentration results in concise, understandable communication of the value our service brings to clients and advisors.

The independent nature of our business means we have no allegiance to a single insurance company. Hear how this positions us as an expert advocate for our clients and our clients' advisory team.
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"The services provided by The Bishop Company were highly professional and effective. We met our goals of reducing the cost of insurance while maintaining a relationship with an insurance company of superior financial strength."
John M. Terravecchia
Retired Bank Executive