The insurance due diligence process includes the examination of products, policy provisions, carrier balance sheets and ratings. Doing an annual review with existing clients is part of the fiduciary responsibility. Performing reviews for new clients can be a useful prospecting tactic. Steve and Richard introduce you to the basics of a life insurance audit.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More