Set Your Clients Up for Success in 2022
A common misconception about life insurance is that you never have to review the insurance need. Whether policy holders have experienced a life event or have a complex coverage situation, odds are that your clients have a coverage gap.
Offering and conducting policy reviews allows you to reconnect with clients or connect with prospects about their protection needs. Giving you the chance to talk about whether or not the life insurance policies they purchased are still the right policy type and coverage amount to meet their current needs.
A complete policy review should involve more than just a current life insurance death benefit analysis, and we have the tools to assist your efforts. Uncover potential sales here