Life Audit Professionals, LLC strongly believes in working collaboratively with like-minded professionals. Over the past several years we have connected many professionals who have received many referrals from one another, developed deeper business and personal relationships with better collaboration among advisors which most importantly benefits the clients. With the success of our efforts, we have developed LifeAuditConnect™, a networking process for you to link up with other professionals or firms that can help everyone grow their respective businesses and be better serving their clients. This is both our commitment and investment to you and your firm!
LifeAuditConnect™ hosts dinners, lunches, sporting events and happy hours. This includes setting up individual introductions for multiple disciplines within the estate planning community.
Do not hesitate to ask to facilitate a meeting with a firm or individual with whom we know and you would like to be introduced to.
Education and Marketing
We are committed to keeping estate planning professionals updated on our industry and the services we provide. The life insurance industry is dynamic and constantly changing. We feel it is our job to keep you up to date and help you alert your clients of potential risks or improvements that they can make to provide peace of mind and enhance legacies. We have extensive resources to help you educate your clients and grow your practice.