About Us
Solutions
What We Do
Policy Audits
Family Protection
Business Solutions
Blog
Contact Us
Free Consultation

Long Lake Planning

About Us
Solutions
What We Do
Policy Audits
Family Protection
Business Solutions
Blog
Contact Us
Free Consultation
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Policy Audits

Is your policy keeping up with your current goals?

  • Solutions
  • What We Do
  • Policy Audits
  • Family Protection
  • Business Solutions

Our complimentary policy audit begins with a conversation and ends with recommendations based on a comprehensive analysis of your current coverage paired with solutions to the issues that impact you the most.  A policy audit has the ability to:  

Reduce annual premiums.
Identify under-performing policies as compared to alternative options in the marketplace.
Increase level of coverage without increasing annual premiums.
Ensure coverage remains consistent with current planning objectives.
Confirm primary and contingent beneficiaries are correctly named with the insurance carrier
Schedule Your Free Consultation Today!
 

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Long Lake Planning, 750 S 15th Street. Suite #2, Philadelphia, PA 19146610.639.5852Jseiken@Longlakeplanning.com