Life Insurance Policy Audits – Are you Liable? Presented by Barry Waxler
Fiduciary level audits of life insurance policies are becoming a necessity, especially for trust owned life insurance. While there are a variety of services available to “audit” insurance policies, most are predatory sales gimmicks that violate the fiduciary requirement. Learn how to distinguish a predatory “audit” from a truly professional and non-biased product. Gain a better understanding of the suitability process, the product selection process, and the importance of the advisor and client interface. Find out how utilizing a certified audit process adds value to your practice, helps recruit and retain clients, and shield you from liability.