UAP Management (and/or its strategic partners) can provide any or all of the following services.

• Policy pre-acceptance reviews;
• Administer the trust, including:
  • send premium notices;
  • accept and process payments from grantor;
  • alert trustee to make premium payments;
  • send Crummey notices;
• Perform simple trust bookkeeping, including;
• Review trust documents;
• Determine policy suitability, including;
  • examine internal policy expenses (Uniform Prudent Investor Act (UPIA) Section 7 compliance);
  • establish the reasonableness of the rate of return expected on invested assets underlying policy cash values in relation to risk/return objectives of trust (UPIA Section 2 compliance);
• Policy remediation:
  • policy analysis
  • policy replacement review
• Assist in valuation.