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Life Audit Professionals, LLC is led by Richard K. Newman who is a CPA and has 20+ years of life insurance experience. His tax knowledge combined with his life insurance experience makes Life Audit Professionals, LLC a resource to Attorneys, CPAs and other Estate Planning Professionals. We work with estate planning professionals utilizing our MYLIFEAUDIT process to provide solutions rather than market individual products that may or may not always be the appropriate solution for the client. As an independent agent, we have no carrier bias and consistently review the marketplace for the most appropriate product by the highest rated carrier and at the lowest cost. We are relentless in our pursuit of seeking underwriting offers for our clients and providing the best service possible.
Vision Statement
To become the leading life insurance organization comprised of professionals utilizing our "MYLIFEAUDIT" process to provide an independent and unbiased analysis of life insurance policies.
Mission Statement
Our focus is to achieve the personal and financial goals of clients by merging our efforts and expertise with that of the professional advisor. Our conservative approach, utilizing ethical and reliable information will better position the professional advisor to provide solutions to their clients.
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