The life insurance audit: an intro to the due care process Blog added by Steve Savant on January 13, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

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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