As you meet with your clients, here are a few items to consider:
- Could your client retain the same coverage, but at a lower cost?
- Is there a policy that offers more coverage for the same premium?
- Can you improve the death benefit guarantees?
- Is the death benefit enough, too much, or just right?
Did you know our team provides complimentary policy analysis on existing policies? Just give us a copy of their most recent in-force policy illustration, the intent of the policy and any changes. Let’s see if your client’s policy is still a fit for their family.
Here’s a non-branded life insurance policy review worksheet you can use with your clients.
We have additional inforce policy review resources. Give us a call and let’s get you tools to amp your 2019 opportunities.
Related terms: Life