Insurance Audit

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Economic uncertainty and a changing political landscape are topics that are on all of our minds these days.

As a professional insurance broker I am committed to reminding you that now, more than ever, all of your assets should be reviewed periodically to ensure that you are on track to meet your financial objectives. Your insurance portfolio is no different!

Your reasons for having a specific amount or type of insurance may have changed over the years. The purpose of your insurance may have shifted from family protection to retirement income or estate liquidity as well as disability and long-term care needs.

Some Reasons You Should Consider an Insurance Audit

  • Your need for insurance may have increased – or decreased.
  • Extended periods of low interest rates may have affected policy performance and may require more premium dollars to meet policy charges.
  • Your health may have improved, qualifying you for a better rating.
  • Newly designed products may better meet your goals and objectives.

Regardless, if your insurance needs are being met efficiently by your existing policies, you should have the peace of mind of knowing this. And if they are not, you should be exposed to suggestions that can help bring your portfolio in line with your goals.

In a continuing effort to provide added services I would welcome the opportunity to show you how a complimentary professional Insurance Audit can be of benefit to you and your family.

If you would like to receive your complimentary review click HERE to complete the Policy Audit Review Form.

Submit your completed form to or fax it to 412-261-5955 and our office will contact you.