What sets us apart from the traditional insurance agency is that we are highly educated about life insurance matters and appropriate tax law creating the ability to work for clients in tandem with estate planning professionals, tax attorneys, CPAs, registered investment advisors, wealth managers and bank trust officers in order to provide a "team" consensus on maximizing the service provided to the client.
Services
At Life Audit Professionals LLC, we will assist you to ensure these life events are properly planned for. Disability insurance is critical to a solid financial foundation. Unfortunately, most clients don't realize how important disability protection is until it's too late - after they become too sick or hurt to work.
MYLIFEAUDIT is an essential process created to help professionals and families with the growing problem of underperforming life insurance. Now, more than ever, policies must be professionally and independently reviewed due to a continued low interest environment where existing policies are priced using older more expensive mortality costs.
Does the annuity your client purchased years ago still meet their needs? We will illustrate the value of objective, periodic annuity reviews to help ensure your clients' annuities keep pace with their changing lives. The Annuity Audit offers clients a thorough review of their current policy and an objective analysis of alternatives that may be better suited to meet their financial objectives.
We work in collaboration with estate planning attorneys, CPAs, wealth advisors and charities to confirm that your clients' life insurance portfolio matches their estate planning goals. Ensures that assets are going to be distributed to the proper heirs or charities upon death in the proper format. We realize there are life changes such as health, wealth, divorce and other life events.
We work with your board leadership to analyze the structure and effectiveness of the board, and we recommend realignment and changes, when necessary. We also advise on the specific use of individual board members, and we work with them to strengthen their personal effectiveness.
We provide a comprehensive strategic planning process, stressing the creation of a Core Purpose for your organization, if you don't have one, and the development of Core Values.Then, we work with you to align your Mission and Vision statements with your Core Purpose. We guide you in self-analyzing your strengths, weaknesses, opportunities, and threats.
We provide a comprehensive strategic planning process, stressing the creation of a Core Purpose for your organization, if you don't have one, and the development of Core Values.Then, we work with you to align your Mission and Vision statements with your Core Purpose. We guide you in self-analyzing your strengths, weaknesses, opportunities, and threats.
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Long Mall
Dec 03, 2021
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