Best Practices

Life Policy Dynamics adheres to the following Best Practices:

Full Compliance with all laws and regulations applicable to the servicing industry Transparent company operation consistent with protection of proprietary interests Separation of servicing operations of company from the operations of affiliated entities Continuous staff training and process improvement to assure knowledgeable decision making and efficient operation Establishment and implementation of an anti-fraud policy Establishment and implementation of an information privacy policy including utilization of the most up to date physical and technological safeguards to protect confidential client and nonpublic personal information Adequate due diligence to assure the integrity of all servicing transactions Full disclosure to policy owners of current and future financial obligations regarding premium payment and servicing fees Full disclosure to policy owners of policy status and future expectations Formal and redundant qualify control procedures including executive review of all disbursement instructions prior to execution Implementation and publication of periodic market trends and conditions research for the benefit of clients and staff, revising internal protocols as research findings necessitate Active participation in industry associations that promote best practices Adherence to requirements of U.S. Patriot Act