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Life Insurance Specialists

833-3-ACUMEN
info@acumeninsurancesolutions.com

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Tag: Audit Life Insurance

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 Category Credit Unions

Auditing Existing COLI Plans for Credit Unions

April 22, 2022
Periodically auditing an existing COLI portfolio can mean reducing risk and significantly improving earnings over time. Many credit unions, however, do not review these contracts regularly.
 Tags Audit Life Insurance, COLI, Credit Union-Owned Life Insurance, CUOLI, Insurance Review, Life Insurance Plan, Life Insurance Portfolio
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Acumen Insurance Solutions is an affiliation of independent life insurance experts solely for marketing and cost sharing purposes and is not a co-venture or partnership for any other purposes. No member of Acumen Insurance Solutions shall be liable for actions by any other member.

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