Policy Reviews

Presented by Gary Peterson

Life insurance left untouched may no longer be meeting your clients’ needs. By implementing a periodic policy review as part of your client retention process, you will keep a client’s protection program up-to-date and provide a valuable after-the-sale service. The net result will be happier clients, the identification of additional sales and more and better referral introductions.

Here are some great resources to help you build policy reviews into your sales and service processes and make the most of every client relationship.

Policy Review Quick Tips

Prospect in Your Client File

Annual Review Checklist

Posted in Annuities, Disability, Life Insurance, Long Term Care and Disability Insurance, Sales & Marketing and tagged .

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