The Life Insurance Audit™ was created by CSI principals Martin Levy, CLU/RHU and Scott Zimmerman. The process was founded utilizing over 30 years of collective experience in analyzing insurance contracts for professionals and business owners. Marty, Scott, and their team of experienced and credentialed professionals, use their experience in marketing, underwriting, products, and risk management, to help clients focus on their best opportunities, eliminate dangers, and create plans and paths to which they can achieve their financial goals.