Life Settlement        |        Insurance Consulting         |         Policy Audit

By submitting the Audit Qualifier, we will be able to tell you if it is "Highly Likely", "Somewhat Likely" or "Unlikely" that the policy is under performing. You can then decide whether you would like us to perform a formal audit.

Download the Policy Audit Qualifier Form

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To initiate an audit, use our Policy Audit Request Form. This is a PDF document that you can print, fill out and fax back to us.

Download the Audit Request Form with Authorization

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