PolicyAudit.com is operated by Trusted Enrollment, LLC, a licensed insurance agency. Licensed Agent: Owen Bohnenblust, NPN 21020375. Business address: 18155 SW 98th Avenue Rd, Palmetto Bay, FL 33157.
Insurance products and services are offered through Trusted Enrollment, LLC and its appointed agents. Quotes shown on this site are estimates only and not a binding offer of insurance. Final rates and approval are determined by the issuing insurer based on full underwriting. Rates and product availability vary by state, age, health, tobacco use, coverage amount, and policy type. Not all applicants will qualify for the rates shown.
Any recommendation involving the surrender, replacement, or modification of an existing life insurance policy or annuity is subject to Florida's Replacement Rule (FL Admin Code 69O-151) and will be accompanied by the required Notice Regarding Replacement and a side-by-side comparison of the existing and proposed policies. Surrender of an existing policy may result in surrender charges, loss of guarantees, tax consequences, and forfeited death benefit. Consult a qualified tax professional before any 1035 exchange decision.
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