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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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MYLIFEAUDIT® is an essential process created to help professionals and families with the growing problem of underperforming life insurance. Now, more than ever, policies must be professionally and independently reviewed due to a continued low interest environment where existing policies are priced using older more expensive mortality costs.

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  • Thought Leaders Series

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We only work in a collaborative manner with trusted advisors. This assures that our recommendations are implemented in coordination with your clients’ estate plan and financial goals.

  • Approximately 70 percent of Life Insurance Policies are underperforming, are at a risk of lapsing, or could be replaced at a lower cost with the same or better guarantees.
  • Approximately 25 percent or more of Trust Owned Life Insurance (TOLI) will lapse prior to the death of the insured. 

MYLIFEAUDIT® reviews the following:

  • Determine Appropriate Coverage Based on Current and Projected Needs
  • Projected Policy Performance and Risks of Lapsing
  • Review of Ownership and Beneficiary for Consistency with Plan
  • Carrier Financial Strength
  • Premium Evaluation to Determine if Policy Can Be Obtained Less Expensively
  • Determine if Death Benefit Can Be Increased for the Same Premium

MYLIFEAUDIT® Process:

  • Client Policy Review
  • Historical & Projected PolicyPerformance Assessment
  • Life Expectancy of Insured
  • Carrier Financial Stability
  • Market Analysis Report (Review Marketplace)
  • Summary and Recommendations (Reviewed by Trusted Advisors Prior)

Our MYLIFEAUDIT® is a complimentary second opinion where clients have nothing to lose, but a great deal to gain.  We encourage trusted advisors to alert their clients of the growing problem of underperforming life insurance policies and utilize MYLIFEAUDIT™ for the transparency they need.

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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