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Tuesday, January 9, 2018

Client Reviews: Help Your Clients Be Prepared For Life Changes With A Policy Review

Do you have clients who are getting married? Buying a house? Having grandchildren? Recently widowed? Acquiring assets?

January is a perfect time to begin scheduling a policy review for 2018. An essential component of the life insurance sales process is periodically reviewing the coverage to make sure it is addressing your clients' current needs. Many people assume their protection is sufficient and appropriate for the duration of their lives. However, life changes, and a client's life insurance plan should adapt as well.

Have your clients' needs changed?

With a client review, you can help your clients make use of their premium payments and accumulated cash values. Position yourself as a reliable financial professional. Complete the form below and we'll provide you with three marketing pieces: life events checklist, life insurance client review, and a case study. These three items can help you explore the client review process and put it to work to help you further grow your sales. 

Start now, and help your clients meet their financial protection goals today and into the future. 



We are available to you by phone 12 hours each business day - 7 a.m. to 7 p.m. Central. 
For financial professional use only. Not for use with consumers.
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