Life Audit Professionals

Insurance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2101 NW Corporate Blvd Ste 300, Boca Rat...

Phone Number

(561) 948-2420

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

About Life Audit Professionals

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.Explore more
Life Audit Professionals's Social MediaPopular SearchesLife Audit Professionals LLCLife Audit ProfessionalsLife AuditAudit Professionals LLCSIC Code 64,641NAICS Code 52,524Show more

Life Audit Professionals Org Chart

PhoneEmail
VS
United States flag for contact location.

Director, Insurance Operations

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Revenue

Number of Employees

Type

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Founded In

Top Executive

Life Audit Professionals

<$5M
1-10
Private
<$5M
2011
VS
Valerie SchnellDirector, Insurance Operations
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
1-10
Private
-
1994
RE
Rita ExterOffice Manager
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
11-50
Private
-
1999
MO
Melissa OmearaAssistant To Executive Managing Director Chief Financial Officer
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
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1997
JL
John LingeSenior Vice President, Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Life Audit Professionals is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Life Audit Professionals is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Life Audit Professionals.

Life Audit Professionals financials insights

Gather financial insights about Life Audit Professionals, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$64K

See All Life Audit Professionals's Financials Insights

Life Audit Professionals Tech Stack

A closer look at the technologies used by Life Audit Professionals

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Frequently Asked Questions Regarding Life Audit Professionals

What is Life Audit Professionals's official website?
Life Audit Professionals's official website is www.mylifeaudit.com
What is Life Audit Professionals's Revenue?
Life Audit Professionals's revenue is <$5 Million
What is Life Audit Professionals's SIC code?
Life Audit Professionals's SIC: 64,641
What is Life Audit Professionals's NAICS code?
Life Audit Professionals's NAICS: 52,524
How many employees does Life Audit Professionals have?
Life Audit Professionals has 1-10 employees
What industry does Life Audit Professionals belong to?
Life Audit Professionals is in the industry of: Insurance
What is Life Audit Professionals competition?
Life Audit Professionals top competitors include: The Epstein, The Wealth Enhancement Group, Cape Cod Wealth Strategies & Insurance Services, BeamaLife
What technology does Life Audit Professionals use?
Some of the popular technologies that Life Audit Professionals uses are: Proofpoint, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Life Audit Professionals?
Life Audit Professionals contact info: Phone number: (561) 948-2420 Website: www.mylifeaudit.com
What does Life Audit Professionals do?

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 MYLIF... EAUDIT 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.Read More

What are Life Audit Professionals social media links?
Life Audit Professionals Linkedin page Life Audit Professionals Twitter page
Is Life Audit Professionals a public company?
Life Audit Professionals is private company therefore does not currently have an official ticker symbol
See more information about Life Audit Professionals

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