Example - Life Policy Audit

LIFE INSURANCE AUDIT E VA LU AT IN G T H E LIF E IN S U RA NC E F O R TOMMY THOMPSON P R EPARE D FO R RUSSELL ROBISON J U L Y 2 0 0 9 980-A Pier View Dr 208-356-3189 Idaho Falls, ID 83 402 208-529-6628 (Fax) 888-359-4050 WEBSITE: www.tlnnet.com EMAIL: info@tlnnet.com PURPOSE Life insurance is a financial instrument owned boyst mindividuals, businesses, and estate plans. It is often one of the top astsheints aw ifinancial statement yet it is seldom evaluated, appraised or assessed in a cohmepnrseive manner – that needs to change. Statistics compiled after having performed saelv ethrousand audits demonstrate that nearly 70% of all life insuranocelic ipes can be significantly improved. The Legacy Network’s mission is to provide consusm aenr objective evaluation of the life insurance they own. It is with that mission din, mThine Legacy Network works with a select group of insurance professionals across Uthneit ed States. We assess the current coverage and, when appropriate, recommend altevrnea tsiolutions for all that depend on life insurance to be there for their familuiessin,e sbses or charities. WHY ASSESS LIFE INSURANCE? In every industry change is constant and then sluifrea nice industry is no exception. The insurance industry has seen changes in the wa y inlisfuerance is designed, priced and medically underwritten. Having an objective thpiradrt-y assess the performance of ...