- Advisor Resources
The primary purpose of the Comprehensive Analysis and Review Program is to provide you with the tools necessary to efficiently and effectively conduct a comprehensive client insurance policy review. It is not intended as a replacement strategy, but rather a thorough analysis of your client/prospect’s current insurance portfolio against today’s current marketplace.
Enhance relationships with the client/prospect by providing an in-depth review put together by the FIG Life Team. The comparative analysis demonstrates a sincere interest in your clients/prospects that extends beyond a possible sale, building a connection based on trust. You can provide solutions, not just sell product.