Insurance / / / / /
Insurance Portfolio Audit
Policy audits include:
- Assessment of current coverage details & costs
- Review of current insurer’s financial strength
- Identification of guarantees, or lack thereof
- Review of current ownership & beneficiary designations relative to goals
- Identification of income, estate or gift tax issues with respect to current laws & future funding requirements
- Projected future premium obligations & requirements
The value of a policy audit can be tremendous
We frequently identify:
- Under or poorly-performing policies as compared to the current marketplace
- Savings in annual premiums
- Increased coverage for the same premium outlay
- Coverage with improved features/guarantees
Your insurance professionals will help you rest assured you have minimized premium outlay & maximized benefits available, after we work with your current insurance carriers & marketplace opportunities
