SRSSI. This is No Dress Rehearsal... This is Your Life!
C.P.B. NFP Core Carriers 5 Reasons NFP/SRSSI Advantage Surprising TOLI Statistics

Comprehensive Policy Audit

Whether you're a business owner, an individual, a trustee for life insurance or an advisor,
you must be able to readily identify if and where premium dollars are being misspent. You're responsible for life insurance categories below.  Select those appropriate to your needs and that will take you directly to the Comprehensive Policy Audit brochure specific to you.

 SRSSI. Client Centered. Process Driven.
TOLI (Trust Owned Life Insurance) very surprising statistics:
    These statistics indicate a very large percentage of these policies are very inefficient and therefore tremendous amounts of misspenst Life Insurance Premiums are there to be recovered today!
    Fiduciary duties:  An audit may perhaps detect inadequacy of coverage to cover the increased estate tax on a growing estate, misspent premiums could be used to provide for more and efficient life insurance to provide for a growing estate.

Are Your Clients Optimizing Their Life Insurance Coverage?
    Life insurance is a complex and highly flexible financial instrument. Too often, it is purchased for a very specific purpose and forgotten about.  Just as you would periodically review your clients’ investment portfolios, you need to ensure that your clients’ life insurance needs are objectively evaluated on a periodic basis.  Your suggestions to audit their life insurance policies for inefficiencies may very well uncover misspent premiums that could be better spent on other tactical necessities or fees for strategic planning.

Is Your Business Optimizing Its Life Insurance Coverage?
    A Comprehensive Policy Audit on your business life insurance may very well identify misspent premiums that could be more useful to you for such critical expenses as; fuel, surcharge, improving IT to maxmize systems efficiencies, pay for deferred maintenance of buildings, equipment and vehicles, ramp up your marketing in anticipation of increased market share as the economy turns up, just to name a few.

Are You Optimizing Your Life Insurance Coverage?
    Life insurance is a complex and highly flexible financial instrument.  Too often, it is purchased for a very specific purpose, crossed of the financial "to-do" list & tucked away.


Provided By:  Mark Kandarian

Succession-Retirement Strategies & Solutions, Inc.
(866) 99-SRSSI
www.Succession-Retirement.com • Info@SRSSI.com


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