Insurance · VennBoard for CLU®s
Life insurance, divorce-aware.
The CLU is the foundational life-and-health insurance credential — and divorces often require restructuring life-insurance ownership, beneficiary, and funding to satisfy the MSA. VennBoard gives Chartered Life Underwriters a workspace tailored to those changes.
CLU® on a matter
Chartered Life Underwriter (CLU®)
- Audit existing life policies against the MSA’s life-insurance clause
- Restructure policy ownership and beneficiaries
- Plan new policies to fund support obligations where required
- Document the life-insurance side of the settlement for the file
- Audit log: every action timestamped & exportable
Jobs to be done
What a CLU® actually does — on VennBoard.
- Audit existing life policies against the MSA’s life-insurance clause.
- Restructure policy ownership and beneficiaries.
- Plan new policies to fund support obligations where required.
- Document the life-insurance side of the settlement for the file.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Policy Audits
Ownership/Beneficiary Updates
New-Policy Plans
MSA Compliance Memos
Tools that fit your role
What VennBoard gives a CLU®.
MSA-Aware Audit
Compared to settlement terms.
Policy Restructuring
Owner, beneficiary, funding.
Support-Funding Workspace
Built for MSA mandates.
Compliance Memos
Documented, defensible.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.