Monday, January 13, 2014

Life Insurance Portfolio Analysis - Introduction to the Due Care Process

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 prospecting tactic. Steve and Richard introduce you to the basics of a life insurance audit.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

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