Start providing clients a service they will come to know and expect. Send this before each anniversary of the policy renewal for your entire book of business.
"Do you have life insurance?"
You might be surprised how one simple question can enable you to earn an extra $100,000 or more per year. It's easy using our turn-key system for life insurance policy review.
Our Policy Review & Performance Evaluation Guide can help deepen the conversations with clients and help determine if their existing insurance coverage meets their current needs.
Learn more about how reviewing the life insurance policies of your existing clients could add an extra $100,000 annually to your practice. Offer your clients the best products available on the market to meet their current needs in life.
Continue below for the "4 Reasons Clients Should Review Their Life Insurance."
Whether they're having children or they've already grown. Make sure their in-force policy is still relevant to current lifestyle and planning goals.
Modern life insurance solutions can provide living benefits, such as long-term care. Similar to other financial products, life insurance policies they periodic performance reviews and maintenance.
Simply put, people are living longer due to medical advances making coverage more affordable. Did you know an industry-wide price reduction went into effect on January 1, 2020?
Low-interest rates and a volatile stock market have had a significant impact on policy cash values. Let us help determine whether your policy has weathered the storm.
Get our free client letter for prospecting life insurance today as a general follow-up service your clients will come to know and respect. Send this before each anniversary of the policy renewal for your entire book of business.
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