Updated December 12, 2022, at 12:17 PM
Life insurance policy reviews are a critical component to sound financial planning for your clients.
Because chances are, you have plenty of clients with life insurance policies. But when was the last time any of them were thoroughly reviewed? And even if it has been recently, wouldn’t it be nice to get that task off your plate and free up your time to do things you love?
Utilizing life insurance policy reviews from industry experts not only ensures your clients have the best option for their needs, but it also builds trust and opens the door for new business opportunities.
That’s why we created our Comprehensive Analysis and Review (CAR) program. Our product experts provide you with the tools necessary to efficiently and effectively conduct a comprehensive client insurance policy review.