WEBINAR: Making The Most of Your Life, Long-Term Care, Disability, and Annuity Contracts
As financial planners, outdated, inadequate, or non-existent insurance policies are some of the most common mistakes we see. Insurance strength and coverage depend on your lifestyle, family needs, and financial goals. However, because none of these are static, as your life evolves, so should your insurance policies.
Cassaday & Co.’s Advanced Strategies team was founded to aid our clients with all of their insurance needs and provide objective guidance on policies. One of the complementary services provided by our Advanced Strategies team is a thorough audit of life, disability, long-term care, and annuity policies.
Join Cassaday & Co.’s Director of Advanced Strategies Carmen Bississo CIMA®, AIF®, CLTC, CAS®, CFS®, as she discusses the importance of an insurance audit and answers frequently asked questions, such as:
- What is an insurance audit?
- What are the benefits of an insurance audit?
- What do I need to do to prepare for an insurance audit?
- How long does the process take?