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.