Trends, Changes, and Shakeout in The Insurance Industry
Date: Thursday, November 17, 2011
Time: 5:30 PM - 8:00 PM
Location: The Mountain City Club of Chattanooga
Speaker: Brett Lotspeich of Ash Brokerage
The Life Insurance Audit provides a comprehensive evaluation of the performance of Life Insurance as well as recommendations to optimize these policies.
The evaluation will:
validate the appropriateness of coverage
ensures the coverage is titled appropriately
assess mortality and underwriting risk
provide a specific action plan with numerous options for their existing coverage
A Life Insurance Audit provides valuable information
74% of existing policies can be restructured to provide greater value 1
At least 32 million U.S. households own insurance policies that are not appropriate for them
64% of those insured do not know what they currently have, or why they bought a policy 3
1 Ash Brokerage Advanced Markets Internal Marketing Study, 2010
2 Insurance Information Institute, 2008
3 TheInsuranceAdvisor.com
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