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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