Life Audit Professionals, LLC Employee Directory

Financial ServicesFlorida, United States11-50 Employees

What sets us apart from the traditional insurance agency is that we are highly educated about life insurance matters and appropriate tax law creating the ability to work for clients in tandem with estate planning professionals, tax attorneys, CPAs, registered investment advisors, wealth managers and bank trust officers in order to provide a “team” consensus on maximizing the service provided to the client. “We have a passion for providing peace of mind to families and enhancing legacies.” Being an independent firm with no carrier or product bias allows Life Audit Professionals, LLC to analyze the marketplace rather than just one carrier, or a few carriers. Our objective for every relationship is: • Providing Conservative Tax Efficient Solutions and Discovering Overlooked Opportunities • Offering Guidance • Collaboration and Expertise with Clients and their Advisors • Outstanding Service, Increased Flexibility and Greater Value Service and Practice Areas 1. Life Insurance Planning & Implementation 2. Estate & Income Tax Planning 3. Philanthropic Planning 4. Premium Finance 5. Private Placement Life Insurance 6. Business Planning 7. Executive Benefits 8. Policy Audits

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