“the insurance business is a fudicary business. you get access to other people's money under conditions where in many cases the other people have very little knowledge or control of where the money's going. So you need a cop.”

warren buffett on insurance

Life Insurance Audits

Our Life Insurance Audit Program analyzes existing life insurance portfolios (trust, corporate, or individually owned) for a fee and provides the owner (trust, fiduciary, corporation, partner, individual) with a comprehensive understanding of the health of the policy (where it is, where it is heading), and compares it to current market alternatives.

The demand for this program stems from how little service is being done on existing policies. Agents are either not experienced with older products, are no longer in the business, or simply not doing the follow up job. Further, people really want clarity in this market, especially at this time. Our work gives them that clarity.

Contact Us to Learn More

Our Director of Advanced Planning, Jeff Webb, CLU, ChFC, leads the firm's efforts on this. Jeff's thirty plus years of experience and tremendous technical and presentation skills provide our clients with the clarity they need to make planning decisions. The Program information is a click away, with section VII explaining the deliverables. Please contact us if we can help you focus on and review the important asset class of life insurance.