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 you own OR help you find a policy that will meet your 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.
You may be overpaying OR may qualify for less expensive coverage
Your coverage may not be suitable for your needs
Your policy is not performing according to plan
Newer products may offer better features
Your insurance carrier may have raised non-guaranteed rates
You may not understand all the benefits available to you