Partnering for Success

Life Insurance Policy Review

Offer your clients the service of an objective analysis of their life insurance policies.

Life insurance policy reviews have been the single most productive sales strategy for our agency over the years. Why? Because it goes right to the heart of one of the most common financial problems in America today. Life insurance ownership in America today is at the lowest percentage rate for our total population since it has been measured by LIMRA. Of those who own life insurance a very high percentage either may not have enough life insurance, may not have the right kind of coverage, or may need to update owner or beneficiary information.

These issues and others provide an opportunity for agents and advisors to render a tremendous service by offering a life insurance policy review. In doing so there could be major changes needed or it could be that clients have the right coverage already in place. At this point you will have the perfect opportunity to request the referral to friends, family, and neighbors where you can offer this free service with the endorsement of your highly satisfied customer.

With the tools we offer for contacting clients and preforming their reviews, policy reviews are made easy and can propel your business to new levels. Please contact us for our Life Insurance Policy Review Kit and Life Insurance Needs Analysis Tools.
Life Insurance Policy Review
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