DID YOU KNOW?
OVER 50% OF CURRENT POLICIES ARE NOT THE BEST POSSIBLE SOLUTION AVAILABLE IN THE MARKET TODAY
Get a customized plan with our Life Insurance Audit™
Introducing The Life Insurance Audit™
This is why we have developed a process called The Life Insurance Audit™, a proven, objective system, which ensures clients have the best possible insurance solution available in the market today.
The Life Insurance Audit™ is a process that helps professionals analyze and measure the effectiveness of their life insurance plans, evaluate current and future projections of performance, and determine if a current assessment of the client’s health can help to improve their position or validate a purchase made as “sound”.
How it Works
Here’s what you’ll get when you perform The Life Insurance Audit™:
- A performance review of your existing policy. This includes an in-force projection and intake with you.
- A risk assessment of you and the policy is done so we can determine whether or not there is a potential for improvement. If there is, we determine which life insurance companies will provide the best improvement.
- We review the current product and come up with several planning tactics to determine if they’re in alignment with your goals and objectives.
- You’ll find out if there is a newer product and/or planning strategy available that can help you reach your goals more efficiently.
- You’ll get an evaluation of the current insurance company’s financial stability and an objective review of your policy.
You’ll walk out with a customized plan which outlines the actions for you to take with your policies.
We challenge you
If you own any type of life insurance, you may benefit from The Life Insurance Audit™.
Thinking you are covered is not the same as knowing.
Download The Life Insurance Audit™ Brochure
The audit provides a consultative review of each policy and provides you with a professional presentation and analysis to empower you to understand your coverage.
Ready to learn more?
