Life Insurance Audit

By
Services for Real Estate Pros with The Reaves Agency

 

What is a Life Insurance Audit?

Rm_gen_safety_audit Just like prudent business owners will do a regular financial audit on their businesses, individuals should also audit their life insurance coverage regularly to make sure it still meets their goals and is still performing the way it should.

The basis of the Life Insurance Audit lies in our belief that most people are overpaying for life insurance. This belief arises from consistent industry improvements in product, pricing, and mortality.

Subsequently, we've developed a process, which thoroughly scrutinizes every detail of the client's in-force coverage and identifies potential areas of improvement. We analyze the underwriting, the product, and the goals associated with the in-force policy. Once we've assessed the potential weaknesses of the in-force policy, we carefully compare the current policy against the best available product in the marketplace today. A recommendation is then given to either maintain the current policy or move to a more effective product.

Comments (1)

Nima Rezvan CT Lender CT Senior Mortgage Broker
Nima Rezvan Prosper First Funding Corporation NMLS#110681 - Fairfield, CT
First Time Home Buyer Expert - CT FHA Loans - FHA
Jason, welcome to active rain!
Aug 30, 2007 12:24 AM