Policy Maintenance

The onset of the Corona Virus in the United States has dramatically altered the way many Americans view life insurance.  A recent study conducted by Lincoln Financial Group aimed to […]

  Reviewing Your Client’s Existing Policy: The First Step Before requesting a policy review meeting with your client, it is important that you go back and review their policy yourself.  […]

You’ve made the calls.  You’ve found a client who needs life insurance.  You’ve become well-acquainted with your client’s life, their dreams, goals, and concerns.  You’ve researched the latest insurance instruments, […]