MASTER AUDIT KIT
Life Insurance should be audited regularly. Our life Insurance Audit saves wasted premium payments, prevents policy lapse or failure, and increases policy cash values and/or death benefits.
Hidden or unknown fees are common at many levels of equities transactions, and act as dead weight drag on the portfolio's returns. Undergo our comprehensive Investment Portfolio Audit and benefit your equities investments by identifying and reducing fees.
Incapacity can derail even the best plans unless various disability risks and loss-potentials are directly insured. Our Incapacity Audit is designed to address commonly overlooked and underfunded risk faced by high net worth individuals and highly compensated execs.
The liabilities faced by businesses or wealthy individuals is often overlooked by traditional marketplace products. Our Risk Management (P&C) Audit is designed to address underfunded risk faced by high net worth individuals and highly compensated execs.
Ascertaining the value of a business is a requirement for numerous business and personal events, but is often uncertain and always expensive. Undergo our no-cost Business Valuation Audit to increase your certainty and reduce valuation expenses.