How Insurance Product Reviews Connect with CPAs, Attorneys & Trust Officers

[Steve Savant]

Networking with CPAs, attorneys & trust officers begins with positioning your practice as a provider of insurance carrier ratings, policy reviews and product spread sheets. Nationally recognized due diligence expert Richard Newman, CPA, PFS, AEP, CAP explains how. 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-- The Life Audit in the Fiduciary Community - YouTube