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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

LifeAuditConnect_tag

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.

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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