What Is a Life Audit?
When we conduct a life audit, we review current life insurance by "auditing" several factors:
- Current financial ratings of
issuing insurance company
- Comparison of original projections to actual performance
- Subsequent product/pricing improvements
- Correct underwriting classification
We are happy to perform a life audit for our clients at no charge. Please contact Larry Dykes to discuss the details.
We recently read an article in the Wall Street Journal, "Keep Tabs on Insurance That Covers Estate Tax," and we think you will find it informative as well. Click here for the article. For more information about life insurance, we invite you to attend our "Insure Your Future" seminar on Thursday, July 23, 2009. Click here for details and to register.
Wherewithal
is provided by Somerset for our clients and other interested persons
upon request. Since technical information is presented in generalized
fashion, no final conclusion on these topics should be made without
further review. For additional information on the issues, please
contact
a member of the firm. Somerset provides total financial solutions,
including accounting, assurance, information solutions, litigation &
valuation, tax, wealth management and management consulting services to
entrepreneurs and their businesses. This document is not intended or
written to be used, and cannot be used, for the purpose of avoiding tax
penalties that may be imposed on the taxpayer.
Somerset CPAs,
P.C.
3925 River Crossing Parkway, Third Floor
Indianapolis, Indiana 46240
317.472.2200 • 800.469.7206 • FAX 317.208.1200
www.somersetcpas.com
info@somersetcpas.com
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