How Carrier Ratings & Balance Sheets Impact Your Practice

[Steve Savant]

Learn how rating services & carrier balance sheets can position you as a provider of competitive intel with nationally recognized due diligence expert Richard Newman, CPA., PFS, AEP, CAP. Richard is a huge life insurance producer and has developed a singular revenue model around policy audits. This week’s series is The Life Insurance Audit.

Let's Get Down to Business - The Life Insurance Audit -- Introduction to the Due Care Process - YouTube