Life is always on the move; be sure your clients’ life insurance is keeping pace! We’re accustomed to performing regular maintenance on cars and home systems – why not life insurance policies?
When you learn that your client has gone through a major life event that may change the efficacy of their policy or alter their coverage needs it makes sense to take some time and review their options.
Life Events that Warrant a Policy Review
- Career Change
- Birth of a Child
- Children Becoming Adults
- Positive Change in Health Status
- Beneficiary Updates
- Caring for an Aging Parent or Loved One
- Purchase of a New Home
- Starting a New Business
Featured Policy Maintenance Articles
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, […]