Policylogix
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- We are a fiduciary-based life insurance advisory firm, born out of necessity.Our unique firm has expertise that spans across the financial services, tax, legal and insurance industries. We take the guesswork out of your clients life insurance portfolio management by relying on rules of objectivity, transparency and disclosure.At PolicyLogix, our team brings a collaborative approach and process to our work. Whether youre an Attorney, Trustee, Financial Counselor, CPA or other Professional Advisor, let us help you create exponential results for your clients while ensuring that you are properly fulfilling your fiduciary responsibility.Our goal is not only to remove the burden of risk, but also to help you build more rewarding client relationships.
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Headquarters:19200 Von Karman , Irvine, California, United States
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Phone Number: +1 888-985-6449
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Website: https://www.policylogix.com
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Employees:2
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Revenue:$0 - 1M
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Legal Name:Policylogix
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Policylogix's Social Media
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| NAICS Code: 524126 |
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Frequently Asked Questions regarding Policylogix
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Where are Policylogix's Headquarters?
Policylogix's Headquarters are in 19200 Von Karman ,Irvine,California,United States
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What is Policylogix's phone number?
Policylogix's phone number is +1 888-985-6449
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What is Policylogix's official website?
Policylogix's official website is https://www.policylogix.com
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What is Policylogix's Revenue?
Policylogix's revenue is $0 - 1M
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What is Policylogix's NAICS code?
Policylogix's NAICS code is 524126
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How many employees are working in Policylogix
Policylogix has 2 employees
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What is Policylogix's Industry?
Policylogix is in the industry of Insurance
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Who is Policylogix's CEO?
Policylogix's CEO is Lori Messina