Does the annuity your client purchased years ago still meet their needs? We will illustrate the value of objective, periodic annuity reviews to help ensure your clients’ annuities keep pace with their changing lives. The Annuity Audit offers clients a thorough review of their current policy and an objective analysis of alternatives that may be better suited to meet their financial objectives.
Annuities are extremely complex financial instruments. Life Audit Professionals, LLC will work with you every step of the way to present your client with a top-quality product which best suits their needs.