For insurance agents and professional advisors

We have been providing policy audit services to life insurance agents and professional advisors since 1991. Our audits are both easy to understand and the most comprehensive analysis available.

Agents: Call Anthony Giannone today to find out how you can access our policy audits for your clients.

Advisors: Call Gary DeVicci, MSFS, CFPR today to find out how we can assist with mitigating your fiduciary liability and add significant value for your clients.

Click here to send an email to Anthony
Click here to send an email to Gary DeVicci, MSFS, CFPR