Life Insurance Audits | Orange County, CA

Why Review Your Life Insurance Policy? A Life Insurance Audit is a comprehensive evaluation of your existing life insurance coverage. It is designed to help determine how the insurance policies you own are meeting current needs. Life insurance is a financial product and should be managed, like any other asset.

WE OFFER FREE LIFE INSURANCE REVIEWS!!!

Reason

Many things have changed in the last ten years. From plummeting interest rates to improvements in the medical field, things are not what they were even five years ago. Many of my clients purchased life insurance and have never had that insurance reviewed to see if they could be saving money.

By reviewing your existing insurance policy, you may be able to save thousands of dollars per year.

Solution

On average, 60% of the clients that I review end up saving money. Your worst case scenario will be peace of mind knowing that I have searched all of the best carriers and the life insurance that you currently have is the best for you.

To have an independent review of your existing life insurance, please contact me at 714-350-5326. I look forward to saving you money.

 

 

It’s Important to Review Your Policy Every 3-5 Years Because…

→  Potential for underfunded policies
→  Interest and financial market changes
→  Verify financial strength of insurance company
→  New efficiencies in product pricing
→  Loans, withdrawals, or other policy changes
→  Regulatory changes to state and/or federal estate tax laws

I WANT A FREE LIFE INSURANCE REVIEW