Learn How A Policy Review May Lead to a New Sale

[Steve Savant]

Learn how new products, better underwriting and alternative planning strategies may improve the position of many policy holders 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 -- Product & Medical Analysis - YouTube