Life Audit Professionals, Llc
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- What sets us apart from the traditional insurance agency is that we are highly educated about life insurance matters and appropriate tax law creating the ability to work for clients in tandem with estate planning professionals, tax attorneys, CPAs, registered investment advisors, wealth managers and bank trust officers in order to provide a team consensus on maximizing the service provided to the client.We have a passion for providing peace of mind to families and enhancing legacies.Being an independent firm with no carrier or product bias allows Life Audit Professionals, LLC to analyze the marketplace rather than just one carrier, or a few carriers. Our objective for every relationship is:Providing Conservative Tax Efficient Solutions and Discovering Overlooked OpportunitiesOffering GuidanceCollaboration and Expertise with Clients and their AdvisorsOutstanding Service, Increased Flexibility and Greater ValueService and Practice Areas 1.Life Insurance Planning & Implementation2.Estate & Income Tax Planning3.Philanthropic Planning4.Premium Finance5.Private Placement Life Insurance6.Business Planning7.Executive Benefits8.Policy Audits
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Headquarters:2101 Northwest Corporate Boulevard Suite 300, Boca Raton, Florida, United States
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Phone Number: +1 561-948-2420
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Website: https://www.mylifeaudit.com
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Employees:3
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Revenue:$0 - 1M
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Legal Name:Life Audit Professionals, Llc
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Life Audit Professionals, Llc's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Life Audit Professionals, Llc
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Where are Life Audit Professionals, Llc's Headquarters?
Life Audit Professionals, Llc's Headquarters are in 2101 Northwest Corporate Boulevard Suite 300,Boca Raton,Florida,United States
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What is Life Audit Professionals, Llc's phone number?
Life Audit Professionals, Llc's phone number is +1 561-948-2420
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What is Life Audit Professionals, Llc's official website?
Life Audit Professionals, Llc's official website is https://www.mylifeaudit.com
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What is Life Audit Professionals, Llc's Revenue?
Life Audit Professionals, Llc's revenue is $0 - 1M
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What is Life Audit Professionals, Llc's NAICS code?
Life Audit Professionals, Llc's NAICS code is 523930
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How many employees are working in Life Audit Professionals, Llc
Life Audit Professionals, Llc has 3 employees
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What is Life Audit Professionals, Llc's Industry?
Life Audit Professionals, Llc is in the industry of Financial Services
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Who is Life Audit Professionals, Llc's Director Of Insurance Operations?
Life Audit Professionals, Llc's Director Of Insurance Operations is Valerie Schnell