Policy Audits

Often our clients have existing life insurance policies. When this is the case, we will provide a comprehensive and objective audit of each contract.

Our economy often presents challenging environments for insurance carriers. As a result, an insurance contract acquired in the past may not be performing as expected today.

The goal of the policy audit is to make recommendations for each insurance contract in regards to funding choices, ownership, historical performance and carrier financial strength. The evaluation will result in an objective recommendation as to the continued use or modification to the contract.