Policy Review

When life changes, are clients’ life insurance policies keeping up? Now might be a great time to offer a policy review. Check out our online policy review kit, which includes a simple step-by-step review guide as well as links to important tools on relevant topics, such as beneficiary designations, 1035 exchanges, and what every trustee needs to know.

Remember, policy reviews can also be done on trust-owned policies. View our popular blog “Checkups for life insurance — the importance of ongoing policy review for clients and trustees” for an in-depth look at this important and timely topic.