Why Life Insurance Portfolios Must Be Audited

Überblick


Andrew Liazos noted that it is not uncommon for owners of closely held companies to hold $50 million to $100 million life insurance policies. “What happens much of the time is that brokers sell these insurance arrangements and then nobody looks at them,” he said. “People think they’re just naturally going to operate the way they were illustrated, and then years later there are big issues with these policies.”