We provide comprehensive life insurance review services tailored to meet the needs of your clients. Our leadership TEAM includes Life Insurance Analysts, CLU®, ChFC®, CFP®, Tax Professionals, and an Estate Planning Attorney—all Life Insurance Licensed and committed to delivering exceptional results for your clients.
Email us: partners@lifeinsurancereview.com
Call us directly: 1(888) 750-5433 ext.108
Your Advocate Leadership TEAM
James G. Burns, JD, LL.M, TEP®
TEAM Lead & Attorney
Ins. Lic. #0E00909 (since 2003)
SBC #208656
Mark Townsend, CLU®, ChFC®
Life Insurance Product Review
Ins. Lic. #0804586 (Since 1982)
Ron Kring, MBA
Business Case Planner & Advisor
Ins. Lic. #4255648 (since 2022)
Drew Knox
Policy Optimization Specialist
Ins. Lic. #0F60319 (since 2007)
Noel M. Nguyen, MSA, MSL, CPA
Policy Performance Analyst
Ins. Lic. #0M13310 (since 2017)
John D. Nguyen, EA, CLU®, ChFC®
Chief Life Insurance Analyst
Ins. Lic. #0E72907 (since 2005)
Jack Cotlar, M.D.
Medical Director & Medical Records Analyst (35yr+ Expertise)
Matthew Dike
Case Specialist & TEAM Mgr.
Ins. Lic. #4099337 (since 2021)
John J. Oh, CPA
Policy Performance Analyst
Ins. Lic. #1542906 (since 2020)
Stephen Shloss, CFP®
Comprehensive Financial Planner
Ins. Lic. #0F78784 (since 2007)
Kamron Nahavandi
Lead Life, Annuity, & LTC Analyst
Ins. Lic. #0F66828 (since 2007)
John McLean, CFP®
ADVISORY BOARD Lead & Life Insurance Industry Expert
Ins. Lic. #0643873 (since 1986)
+ our TEAM of 14 Associates ready to serve you!
Our Story
Before we became life insurance review specialists, we too were sold life insurance policies that didn’t live up to their promises. We lacked an accessible resource like LifeInsuranceReview.com (LIR)—trusted, independent, unbiased, and capable of providing an expert second opinion and review to explore, compare, and verify the information we were given.
9 out of the 10 life insurance policies we reviewed were generally, mis-sold, overpriced, poorly designed, and/or inappropriate for the client. Of the 9 policies, on average, we successfully fixed or improved about 80% of them. However, approximately 20% were beyond rescue.
WE STAND ON THE SIDE OF CONSUMERS, raising awareness to improve these statistics!
LifeInsuranceReview.com (LIR Insurance Solutions, founded in 2011) is a trusted resource for individuals who are purchasing life insurance, already have a policy, or seeking a second expert opinion. Our experienced team of fiduciaries is dedicated to helping you make informed decisions about your life insurance options.
Simply put, we are best positioned to represent your client's best interests and put them first! We are on their side and here to empower them in their life insurance decision-making process.
