Policyaudits.com is the life insurance industry insider’s go-to resource for policy benchmarking, suitability confirmation, fiduciary level analysis and policy management.
We say, “the policy you own may not be the policy you purchased”, because insurance products are complicated financial instruments and legal contracts that require owners and fiduciaries to pay close attention to the details.
We are passionate about making life insurance a valuable asset by providing a framework for success. Our proven process will help you feel good about the policy your client owns OR help find a policy that will better meet their specifications.
The senior partners of our firm collectively have over 100 years’ experience with insurance carriers and contracts. We are nationally known client advocates and experts in policy construction, design, and management. We know what it takes to make every policy perform the way it was intended, and we have the industry insider’s power to make it happen.
Clients may be overpaying OR may qualify for less expensive coverage
Their coverage may not be suitable for their needs
Their policy is not performing according to plan
Newer products may offer better features
Many insurance carriers have raised their premium rates
Clients may not understand all the benefits available to them
The PolicyAudits.com process will benefit you as an Advisor