Hey, guess what!? This article is also available as a print-friendly PDF handout. Click here! We’re focusing this month on the importance of life insurance policy reviews. Conducting regular performance evaluations for your clients is an easy way to connect and get a good overall picture of their financial situation. It gives you an opportunity […]
For many, life insurance is their largest unmanaged asset. Far too often, policyholders go many years without having their life insurance policies reviewed – much to the detriment of their portfolios. While you may assume that clients aren’t interested in visiting you for a policy review, they need to at least be given this option. […]
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