Policy Audit for Existing Life Insurance
We help clients with companies like Primerica, Globe Life, American Income Life, Lincoln Heritage, and New York Life save hundreds per year on premiums — or get significantly more coverage for what they’re already paying.
- Independent & carrier-agnostic
- Licensed agents
- No obligation
How it works
- Call us. Speak directly with a licensed agent—no call centers.
- Quick review. We review your current policy and goals in minutes.
- Compare options. We shop multiple top-rated carriers to find a better fit.
- Decide. You choose to keep your current policy or switch if it benefits you.
Why independent matters
Because we’re a brokerage, we’re not limited to a single company’s products. That means more options to match health history, budget, and goals.
- Potentially lower premiums
- More coverage per dollar
- Policy designs that fit your needs
Common reasons people call
- Premiums increased or feel high
- Policy no longer fits needs
- Looking for living benefits or better features
- Had a life change (marriage, kids, mortgage)
What to have handy
- Current policy statement
- Premium & coverage amount
- Issue date & carrier
Fast & simple
Most callers get clarity on savings or improved coverage in a single conversation.
Speak with a licensed agent
Call NowImportant: We do not advise canceling any existing policy until a new policy is fully approved, in force, and meets your goals.
- No fees for the audit
- No pressure — you decide
- Independent recommendations