Audit Life Insurance

If You Own a Variable Universal Life Insurance Policy ...

You Must Read This

If you own a Variable Universal Life Insurance (VULI) policy that has not been audited in the last three years you could have a ticking time bomb ready to implode. The combination of financial market fluctuations and increasing life insurance premiums requires a regular audit of VULI policies.

Insurance agents often sell these polices with 8%-12% return assumptions inherent in the policies. In the last 10 years, financial markets have delivered less than projected returns and the life insurance costs inside of these policies have risen. Without modification, your policy could become worthless - destroying $10,000's or $100,000's of value in the process.

Audit Life Insurance - What Our Service Offers You
Through an in depth analysis of your policy, we identify when and if your policy is likely to implode (translation: cancelled by your insurance company).
With our analysis you will be provided with one of two outcomes:

1) PASS: your policy passes the audit and receives a clean bill of health
2) FAIL: your policy fails the audit based on conditions we outline for you

Audit Life Insurance - Who Provides the Service to You
Aaron Skloff received a Bachelor of Science (BS) in accounting from Penn State University and a Master of Business Administration (MBA) in finance from New York University's Stern School of Business. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute (formerly the Association for Investment Management and Research). He is an Accredited Investment Fiduciary (AIF), in affiliation with the Center for Fiduciary Studies. He is also an insurance agent.

Audit Life Insurance - What it Will Cost You
We will provide you a full audit, the findings of the audit and our recommendation for $99.

Audit Life Insurance - Who You Should Contact
Aaron Skloff, AIF, CFA, MBA
CEO - Skloff Financial Group
908-464-3060

 

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