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Get a Policy Check-Up

With NLEC’s Life Insurance audit service, we thoroughly review the performance and viability of your current coverage. Our aim is to assist you and your advisor in evaluating your coverage to determine if it is meeting your needs. Our signature policy audit includes:

  • Explanation of policy type
  • Summary of policy values
  • Explanation of relevant contract provisions
  • Identification of mortality assumptions and life expectancy data used to price the policy
  • Analysis of projected policy performance
  • Evaluation of the underwriting rate class of the policy
  • Assessment of the financial strength of the carrier

Our audit will help you determine whether you should maintain or restructure your current policy. Whatever the case, we have the experience and counsel you need.