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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
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