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The Process

A Life Insurance Audit provides you with a comprehensive evaluation of your life insurance coverage.  You will be provided with:

•    An in-force authorization form to sign and return
•    A review of in-force ledger(s) obtained from current carrier(s)
•    An investigation seeking possible improvements for your medical underwriting class based on your current health and recent medical underwriting reclassifications, ensuring proper policy expense management.
•    An assessment of the financial stability of the current life insurance carrier
•    A review of new products or riders that may enhance your coverage
•    An easy-to-understand list of your options
•    Decision-making support from a Life Insurance Audit professional

 
Download your Life Insurance Audit Checklist
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