what our clients have said

Satisfied Clients: Our Best Advertisement

For nine out of every ten clients, we find options to improve life insurance. To lower premiums. To solve problems that could quietly sink policies. To boost cash value. To get bigger returns for the same premium. To provide more certainty. To change terms so they better fit needs, goals and loved ones.

Each of our clients received exceptional results from our audits, which they describe best in their own words:

“Our family and business have been the beneficiaries of many policy audits for over 20 years. More than once, they have resulted in sizeable premium savings for us. Most recently, the team restructured my and my partner’s life insurance policies to more accurately reflect the current value of our business. This change saved us thousands in annual premium costs. Further, they identified a modification in another policy that lowered our yearly payments by $16,000 while retaining the same death benefit.”
– Arthur Milgrim, President, Eljay Foods LLC


“Our company has a complex insurance structure including three major trusts employing many life insurance policies with multiple carriers. The experts at Policyaudits.com brought clarity to the situation by analyzing each policy in detail and producing a summary report outlining all our options – I also learned more about my role as a trustee. Without their help and expertise, we could have been headed for substantial problems with significant financial impacts. These team members have all the qualities that I look for in business partners: trust, honesty, hard work, industry knowledge and great communication skills.”
– Mark S. Baydarian, CFO, Leviton Manufacturing Company, Inc.


“I have had the pleasure of working with the team at Policyaudits.com for the past five years and can state unequivocally that their services are outstanding. I am a fairly sophisticated participant in the life insurance arena, and from my experiences, there are no other insurance professionals performing audits at this level with such creativity and competency.

“Our coverage was diverse and required some very creative and strategic approaches – addressing certain health issues, structuring policies with specific financial benchmarks and evaluating offshore account options that passed my financial advisor’s strict scrutiny. These experts did it all, including helping to resolve highly complex tax implications. They also coordinated the sale of several old policies for an excellent price and then used those funds to purchase policies with approximately four times more coverage than the prior policies provided.

“The team has always been – and continues to be – highly responsive, extremely well informed, and most professional in every aspect of the process. I strongly recommend them without any reservation.”
– Bruce Goodman


“The experts at Policyaudits.com are not only extremely responsive and always available, they get results we can’t find anywhere else. They identified new coverage at extremely favorable rates for a difficult-to-insure principal and that enabled us to recapture the full amount of cash value from an existing policy. We saved nearly $200,000 a year on premiums for the new coverage. The exchange was a real home run.

“Each member of the team is very detail-oriented, executes flawlessly, keeps us informed and works well with our auditors. It’s been an exceptional partnership.”
-Senior Vice President, Accounting, International Media and Entertainment Company


“The Policyaudits.com experts straightened out a complicated situation related to tax deductions on our life insurance policies. A previous consultant’s bad advice had hurt us financially. The talented professionals at Policyaudits.com identified the problem, restructured the coverage and got us back on the right track. They really know what they’re doing and we wish we’d brought them in sooner.”

– Steve Chestler, President, Cathy Daniels Ltd.

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