Policy Audit & Review Webinar with THE C.O.R.E. GROUP скачать в хорошем качестве

Policy Audit & Review Webinar with THE C.O.R.E. GROUP

Comprehensive Life Insurance Audit | Policy Review Webinar In this recorded webinar, Robert Beatty walks through the importance of conducting a comprehensive life insurance policy audit and why regular policy reviews are critical for advisors and clients alike. Life insurance has evolved dramatically over the past several decades—from traditional whole life policies to the rise of universal life products built on higher interest rate assumptions. As interest rates, product structures, and insurance carriers have changed, many policies may no longer perform as originally illustrated. This session explains why reviewing policies is essential to ensure they still align with a client’s long-term goals. In this webinar, we cover: • The history and evolution of life insurance products • Why universal life policies became so popular—and the risks behind early projections • Industry consolidation and what it means for policyholders • The role of advisors in addressing information asymmetry in insurance planning • Why adopting a fiduciary mindset is critical when advising clients on insurance decisions • How a simple 3-step policy review process can uncover opportunities and risks in existing coverage We also outline how advisors can gather policy information, conduct a professional review, and present actionable recommendations that help clients protect their financial future with confidence. Life insurance is more than a product—it’s a promise. A comprehensive audit helps ensure that promise continues to meet the needs it was designed for. Learn more about The C.O.R.E. Group and our risk management support services: www.coregroupusa.com 📞 Contact Information 📧 Email: [info@coregroupusa.com] 🏢 Company: [The C.O.R.E. GROUP] 📍 Office Address: [15300 N. 90th Street, Suite 850 Scottsdale, Arizona 85260] 📍 Office Address: [6004 Highview Drive, Suite G Fort Wayne, Indiana 46818]