Review, Analyze & Evaluate Existing Clients Policies with The Policy Review Checklist
Did you know80% of Trustees Report Having No Procedure for Policy Review!Download the Policy Review Checklist and arm yourself with the tools to assist clients with this process.
Download Your Copy Now!
Evaluating a client's existing life insurance policy can be time-consuming. That's why we created this one-page policy review checklist. We've also included a guide that you can use for a full life insurance review analysis.
The checklist will help you:
Quickly review existing client policies for accuracy
Facilitate a productive conversation with your clients
Determine if the current life insurance policy is appropriate for your client