A.I.D. Life Insurance Audit

The A.I.D. Life Insurance Audit is an essential process created to help professionals and families with the growing problem of underperforming life insurance. Now, more than ever, policies must be professionally and independently reviewed due to a continued low interest environment where existing policies are priced using older more expensive mortality costs.

Know Where You Stand

You deserve superior governance of your suite of insurance policies. That’s why Advisors Insurance Design uses innovative technology to manage, monitor, and benchmark policy performance.

Conceived and built to improve the management of life insurance policies, a comprehensive life insurance audit raises the accountability of insurance carriers and their products to deliver on promises made to policyholders.

With The A.I.D. Life Insurance Audit, we analyze whether contracts are performing as intended and provide notice when they are not. As a result, we create for you a new professional standard of proactive policy management.

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Tracking on Five Parameters

  • Tracks with precision the performance of our clients’ in-force policies
  • Produces simplified, intuitive client policy performance reports
  • Automates requests for annual carrier ledgers

Our policyholders deserve the benefit of knowledge. With The A.I.D. Life Insurance Audit, you realize:

  •  Access to crucial information
  • Continuous tracking of policy performance
  • Time-sensitive premium notices
  • Simplified policy reporting
  • Alerts on potential contract issues


Tracking Key Areas

By introducing this powerful technology to your professional partners, CPAs, trust companies and attorneys, we create additional opportunities to work on your behalf as a unified force seeking fresh solutions and higher service.

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Life Insurance

We've successfully changed the conversation. A safe and often guaranteeed asset class that provides equity type returns and more from day one. 

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Asset Ownership

We can show you how to own assets smarter, simplify risk exposure, and mitiage your tax liability.

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Estate Preservation

Make sure your loved ones inherit your assets in the most financially sensible way possible.

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Wealth Transfer

Don’t leave your family members to fight it out in court. Or without means to carry on their lives.

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A.I.D. Life Insurance Audit

The majority of life insurance policies are underperforming, are at a risk of being canceled, or are priced incorrectly.

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Premium Finance

Leverage your assets to control upfront costs, maintain estate liquidity, and increase cash flow.

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Qualified Leverage Strategy™

Learn how to remove your current retirement plan assets from income and estate taxation forever. 

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Estate | Insurance | Planning

Domestic & International

Call Us

888.667.4750

Send Us A Message

info@advisorsinsurancedesign.com

Visit Our Office

1 W. Las Olas Blvd, 5th Floor
Fort Lauderdale, FL 33301

 

Advisors Insurance Design is an affiliated firm of The A.I.D. Group, a leading full-service financial planning firm headquartered in Fort Lauderdale, FL.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.