How to Audit Your Insurance Like a Financial Planner
Helping You & Your Employees Build a Secure Financial Future
How to Audit Your Insurance Like a Financial Planner
Why I Created This Guide
After two decades as a CFP®, I’ve learned one universal truth:
People don’t know their insurance is wrong until they need it — and by then, the damage is done
Most families believe they’re “covered,” but policies are full of exclusions, loopholes, and outdated limits that only show up in the worst possible moment.
That’s exactly why I created How to Audit Your Insurance Like a Financial Planner — a simple, practical guide that shows you how to review your coverage the way I do, with the same questions, checkpoints, and red-flag markers I use in client meetings.
If you want to avoid expensive surprises, this is your first step.
What You’ll Learn Inside
This free guide breaks down what really matters in your insurance — without jargon, overwhelm, or a sales pitch.
You’ll learn:
Where to look first on your declaration pages (the areas most policyholders skip).
The difference between being insured and being protected — yes, those are very different things.
Common coverage gaps in homeowners, auto, life, and disability insurance.
The red flags that often lead to denied or underpaid claims.
This is the clarity most people think their policies already give them — until they see the fine print.
How to Use It
You’ll get the most out of this guide if you:
Download it and keep it next to your insurance documents.
Block off 30 focused minutes to review each policy.
Highlight anything confusing, outdated, or missing.
Bring your findings to your advisor — or use the checklist for your next annual review.
Think of this guide as your insurance flashlight: a quick way to illuminate the blind spots that could put your financial house at risk.
Download Your Free Guide Now
Don’t wait for a claim to reveal what your policy should have covered.
Take control of your protection today — using the exact process a financial planner uses.
