Toll Free: 844-LIFEAUDIT
(844-543-3283)
Sign Up for our newsletter
  • Home
  • About Us
    • Overview
    • Mission and Vision Statement
    • Core Beliefs
    • Our Team
    • Affiliations
  • Our Products
  • Our Services
    • Insurance Planning
    • Life Insurance Reviews / My Life Audit
    • Annuity Audit/Annuties
    • Estate Planning
    • Philanthropic Planning / My Life Giving
    • Practice Enhancement
    • Insurance Forensics
    • Worksite Benefits
    • Executive Benefits
  • Newsletter/Resources
    • Professional Advisor Update
    • Life Insurance Matters
    • Resource Library
  • Media
    • Media
    • Events
  • Contact Us
  • Home
  • About Us
    • Overview
    • Mission and Vision Statement
    • Core Beliefs
    • Our Team
    • Affiliations
  • Our Products
  • Our Services
    • Insurance Planning
    • Life Insurance Reviews / My Life Audit
    • Annuity Audit/Annuties
    • Estate Planning
    • Philanthropic Planning / My Life Giving
    • Practice Enhancement
    • Insurance Forensics
    • Worksite Benefits
    • Executive Benefits
  • Newsletter/Resources
    • Professional Advisor Update
    • Life Insurance Matters
    • Resource Library
  • Media
    • Media
    • Events
  • Contact Us
  • Home
  • About Us
    • Overview
    • Mission and Vision Statement
    • Core Beliefs
    • Our Team
    • Affiliations
  • Our Products
  • Our Services
    • Insurance Planning
    • Life Insurance Reviews / My Life Audit
    • Annuity Audit/Annuties
    • Estate Planning
    • Philanthropic Planning / My Life Giving
    • Practice Enhancement
    • Insurance Forensics
    • Worksite Benefits
    • Executive Benefits
  • Newsletter/Resources
    • Professional Advisor Update
    • Life Insurance Matters
    • Resource Library
  • Media
    • Media
    • Events
  • Contact Us
  • Home
  • About Us
    • Overview
    • Mission and Vision Statement
    • Core Beliefs
    • Our Team
    • Affiliations
  • Our Products
  • Our Services
    • Insurance Planning
    • Life Insurance Reviews / My Life Audit
    • Annuity Audit/Annuties
    • Estate Planning
    • Philanthropic Planning / My Life Giving
    • Practice Enhancement
    • Insurance Forensics
    • Worksite Benefits
    • Executive Benefits
  • Newsletter/Resources
    • Professional Advisor Update
    • News
    • Life Insurance Matters
    • Resource Library
  • Media
    • Media
    • Events
  • Contact Us

About Us

  • Overview
  • Mission and Vision Statement
  • Core Beliefs
  • Our Team
  • Affiliations

Overview

What sets us apart from the traditional insurance agency is that we are highly educated about life insurance matters and appropriate tax law creating the ability to work for clients in tandem with estate planning professionals, tax attorneys, CPAs, registered investment advisors, wealth managers and bank trust officers in order to provide a “team” consensus on maximizing the service provided to the client.

“We have a passion for providing peace of mind to families and enhancing legacies.”

Being an independent firm with no carrier or product bias allows Life Audit Professionals, LLC to analyze the marketplace rather than just one carrier, or a few carriers.

Our objective for every relationship is:

  • Providing Conservative Tax Efficient Solutions and Discovering Overlooked Opportunities
  • Offering Guidance
  • Collaboration and Expertise with Clients and their Advisors
  • Outstanding Service, Increased Flexibility and Greater Value 

Life Audit Professionals is based in Boca Raton, Florida.

Life Audit Professionals was founded by Richard K. Newman, CPA/PFS, AEP, CAP, who practiced as a CPA for over 15 years  and who has over 25 years of experience in the life insurance industry.

Service and Practice Areas

  1. Life Insurance Planning & Implementation
  2. Estate & Income Tax Planning
  3. Philanthropic Planning
  4. Premium Finance
  5. Private Placement Life Insurance
  6. Business Planning
  7. Executive Benefits
  8. Policy Audits

As former practicing professionals, we remain true to our core values of putting the client’s best interests ahead of our own. 

About Us

  • Overview
  • Mission and Vision Statement
  • Core Beliefs
  • Our Team
  • Affiliations

In the Media

  • Thought Leader Series #6 June 16, 2016
  • ACTEC Annual Meeting March 18, 2016
View All Media

We are proud to be partners with the largest privately held insurance brokerage in the country:
Ash_logo_white
Life Audit Professionals, LLC and Spearhead Capital, LLC, are not affliated by ownership. Securities offered through Spearhead Capital, LLC, Member FINRA/SIPC. 12012 South Shore Blvd, Suite 207, Wellington, FL 33414. 561-801-7302.

Sitemap | Privacy Policy | Contact Us | Life Audit Professionals, LLC 2012 | Web Development: THAT Agency