The life insurance audit: product and medical analysis Blog added by Steve Savant on January 15, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

Product selection is a huge part of the life review. That process is influenced by the planning strategy, whether term or permanent products are used. In addition, the medical profile of the insured needs to be matched to the carrier with the most benevolent underwriting. Steve and Richard discuss the fundamentals of product and medical analysis of the life audit.

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