Insurance Audits

Meisner Financial is one of the leaders in the field of sophisticated life insurance audits. We have audited policies for 33 years. We are able to provide an objective overview of the strengths and weaknesses in life insurance policies. We maintain complete independence with no ties to any insurance company, banks, brokerage houses or securities firms. Life insurance audits are more urgent than ever. With changes in interest rates, company performance and insurance costs, some policies remain at risk of early termination.

Meisner Financial assures that the policy is performing the way that it was meant to perform. When requested, we will provide an in-depth market analysis with a focus on maximizing the premium dollars.

Other audits include:

  • Annuities
  • Health Insurance
  • Employee Benefits
  • Long Term Care Policies

Through our affiliates we offer audits on:

  • Commercial Insurance
  • Home Insurance
  • Auto Insurance

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