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  • 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

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Life insurance and other insurance related products are very complex financial instruments.  These products are often sold by agents not sufficiently trained to work in a complex environment or the agents are commission driven and place their interest before their clients’ best interest. Regardless why, our MyLifeAudit™ process has uncovered numerous insurance sales or schemes involving life insurance that are inappropriate and have injured the client.  In most instances, the financial- and emotional-related injuries have occurred for the following reasons:

  • The agent did not collaborate with the client’s trusted advisors amounting to a product sale versus a cohesive plan
  • New agents do not have the experience to properly sell the right products and solutions
  • The life insurance industry has many unethical agents focused singularly on generating the highest commission versus finding the most appropriate solution
  • The elderly are targets for life insurance and financial product abuse

Our services include, but are not limited to:

  • A review of the original needs of your client
  • A determination if the insurance program or products were appropriate
  • Assist in determining the financial loss suffered by your client
  • Provide litigation support and direction
  • Provide expert witness services if they are needed

If you feel your client has been improperly sold a plan or product contact us as our initial review is complimentary.

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:
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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.

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