FEES
Package Pricing
- Life Insurance Policy Audit: $299 first year, $79 subsequent years
- CPE Cost Analysis and Product Rating Reports: $125
- Life Insurance Portfolio/Corporate Plan Administration: $333-$500 per policy per year
- New Purchase/Replacement/Settlement: Hourly
- Annuity Purchase and Carrier Spreading: Hourly
- Long Term Care and Disability Insurance: Hourly
- Expert Witness Testimony: Hourly, plus expenses at 10%
Hourly Billing Rate: $225
All fees billed 30 days net
Bardes Consulting, Inc. renders no fees or revenue from product referrals.