An Insurance Audit Can Lead to Cost Savings
WANADA dealer members looking for dollar savings in these difficult times may want to consider a full audit of insurance contracts, such as those performed by Kindred-Line member company Lucas LLC.
Policy Audits help you assess the cost and performance of your insurance policies, as well as the viability and financial strength of the underwriting insurance company. For example, a Guaranteed Universal Life policy may provide a much more cost effective solution for Buy-Sell insurance, Key Person coverage, and funding of Irrevocable Life Insurance Trusts than a costly whole life policy, or inexpensive term insurance, with an expiration date,
says Matt Lucas, company principal.
He invites you to contact him at (240) 482-3588 or matt@lucasllc.com for more information on their audit services.
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