Who’s watching your policy? Probably nobody.

Free policy audit. Find out what the thing you bought years ago is actually doing today.

Most insurance agents leave the industry within a few years. Their policies stay behind. Allocations sit in default accounts. Caps quietly drop at renewal. Loans compound. Beneficiaries go stale. Nobody calls, because nobody’s assigned to.

If you own a life insurance policy or an annuity that no one has reviewed in over a year, request an audit. You’ll get, in plain English, on one page:

• What you actually own, translated from the jargon

• What it’s doing, where the money’s allocated and what that means

• The three silent problems: parked allocations, loan drag, off-schedule funding

• The questions to ask whoever sold it to you, or me

No cost. No obligation. If it’s well-built and working, I’ll be the first to tell you. That happens, and it’s a good day.

How it works

1) Request the audit below. I’ll reply with exactly what to send (your most recent annual statement, with your SSN and account number redacted, I don’t need them). 2) I review it within 3 business days. 3) We walk through the one-page findings on a 15-minute call.