At FlagStone we believe that providing both our existing clients and prospective clients with accurate financial education information on your schedule, from the comfort of your home or office, that we can be a convenient financial resource that will earn your trust one answer at a time.

You can book this life insurance audit seminar on your schedule, based on our availability. Then, we will conduct a one on one session with you via our web conference software and walk you through the topic information at a pace that works for you, making sure that our answers are clearly understood by you. If you have any additional topic ideas, please let us know and we would be happy to accommodate your education needs.

Life Insurance Audit – Free Seminar Sample

What is a Life Insurance Audit?, Why an Audit is Necessary?, The Audit Process, Case Examples

The Audit was created to provide consumers with an objective evaluation of their life insurance.

Thoroughly scrutinizes every detail of the client’s in-force coverage in order to identify potential areas of improvement.

Carefully compare the current policy against the best available products in the market today

An effective way for advisors to enhance resources, limit liability, generate revenue and advance client trust

Other life insurance audit questions this workshop will help answer:

What is Risk Assessment?
What is a Life Insurance Audit?
What does a Life Insurance Audit Show?
What does a Life Insurance Audit explain?
What does a Life Insurance Audit uncover?
How much does a Life Insurance Audit cost?
Why is a Life Insurance Audit Necessary?
What is Mortality?
What is a Mortality expense?
What is an Inforce Ledger?